Session # 5: Tax, Trusts, and Estate Planning for IRAs
Guest Expert: Alan Gassman, J.D., LL.M. and Bob Keebler, CPA, AEP (Distinguished)
Trust, tax, and estate planning is essential components for IRAs. Without them, significant amounts could be lost to federal and estate taxes for IRA owners and their beneficiaries. Join nationally renowned experts Bob Keebler and Alan Gassman to learn the following:
• Roth conversion strategies
• Strategies for reducing the tax impact of IRA distributions
• When it makes sense for a trust to be the beneficiary of an IRA
• General estate planning strategies for IRAs
Please note: Quiz is for informational purposes only. It is not eligible for Continuing Education (CE) credit. Please click here if you would like to view our CE-eligible self-study courses.
Session # 5: Tax, Trusts, and Estate Planning for IRAs 11-19-2024
