Working with Retirement Accounts & IRAs in Estate Planning Webcast (1 Hour)

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Working with Retirement Accounts & IRAs in Estate Planning Webcast (1 Hour)

CPE Credit: 1 Hours

Price: $99.00

NASBA Field of Study: Taxes

 

Overview

In this fast-paced and informative webcast, one of America’s leading estate planning experts, William Stein of Salvo Rogers & Elinski, will show you the best ways to work with retirement accounts and IRAs in estate planning to maximize retirement income and minimize taxes.
 

AGENDA HIGHLIGHTS


•  Income in respect of decedent issues

•  Stretch IRAs and the five-year rule

•  Use of trusts: conduit and accumulation

•  Spousal options
 

LEARNING OBJECTIVE  To show accountants and other financial professionals the best ways to handle retirement accounts
and IRAs in estate planning to increase retirement income and reduce taxes.

PREREQUISITE  None.    ADVANCE PREPARATION  None.    PROGRAM LEVEL  Update.   NASBA FIELD OF STUDY  Taxes.
DELIVERY METHOD  Group Internet-Based.

Speakers

SPEAKER


William Stein, Attorney and Associate, Salvo Rogers & Elinski

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