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Estate Planning For IRAs In Second Marriages: Navigating Complexities 06-18-2024

Attendees Rating:

Excellent (88%)
Average (3%)
Below Average (9%)

Missy Davis

Wed, 06/19/2024 - 15:53

Comments
A few comments from listeners when they were asked what the learned from the webinar:

Clarity on how a conduit trust vs a discretionary trust differ in how to qualify for EBD beneficiary
- Karen C.

I learned about how ERISA will preempt state law for ERISA plans - especially important if the plan names a prior spouse.
- Lauren D>

I was happy that Bob introduced the insurance strategy when IRA goes to wife, with kids receiving insurance proceeds, or vice versa. Same principle can be used to "replace" the IRA if given to charity. Great income tax outcome in most cases.
- Cindy B.

REA waivers have to be signed after marriage; no conduit trusts in second marriage situations
- David W.

Using the Roth Conversion for tax free income event when transferring to a trust. Charitable Remainder Trust and the use of the IRA with payment to the surviving spouse.
- Susan S.
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Estate Planning for IRAs in Second Marriages: Navigating Complexities
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA,
Bob Keebler

Estate Planning for IRAs in Second Marriages: Navigating Complexities is specifically designed for financial advisors. In this webinar, led by Bob Keebler, he dissected the intricate challenges and strategies involved in estate planning for clients in second marriages, with a particular focus on IRAs. Bob explored the nuances of family dynamics and goals, delve into the complexities of state property laws, community property issues, and the implications of marital agreements.

Attendees Comments:

A few comments from listeners when they were asked what the learned from the webinar:

Clarity on how a conduit trust vs a discretionary trust differ in how to qualify for EBD beneficiary
- Karen C.

I learned about how ERISA will preempt state law for ERISA plans - especially important if the plan names a prior spouse.
- Lauren D>

I was happy that Bob introduced the insurance strategy when IRA goes to wife, with kids receiving insurance proceeds, or vice versa. Same principle can be used to "replace" the IRA if given to charity. Great income tax outcome in most cases.
- Cindy B.

REA waivers have to be signed after marriage; no conduit trusts in second marriage situations
- David W.

Using the Roth Conversion for tax free income event when transferring to a trust. Charitable Remainder Trust and the use of the IRA with payment to the surviving spouse.
- Susan S.