Webcast: Trusts as Retirement Plan Beneficiaries
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Trusts are often named as beneficiaries for IRAs and other retirement arrangements. The choice has an impact on both income tax and estate planning. Trusts allow the IRA owner or plan participant to have beyond-the-grave control over the distribution payouts but the 2019 SECURE Act changed the rules necessitating a thorough review. Note: This class presents an in-depth discussion of issues presented in the instructor's class Retirement Distributions: Planning Options .
ASCPA Live Online Webcast
Phoenix, AZ 85034-6617