22WC-1106: Trusts as Retirement Plan Beneficiaries (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Wednesday, January 25, 2023
2:00pm - 4:00pm Central Time
2 CPE (2 technical)
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.
Major subjects
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What is the significance of the Retirement Plan Beneficiary?
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Primary vs. Contingent Beneficiaries
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Is a Trust a Designated Beneficiary?" Is it an "Eligible Designated Beneficiary?"
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Why do people want to name a trust as the beneficiary?
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Income Tax Aspects of Trusts as beneficiary
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What happens when the trust beneficiary dies?
Learning objective(s)
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Recognize reasons trusts are named as beneficiaries
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Identify the types of trusts used and their tax characteristics.
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Determine how the probate code affects beneficiary trusts.
Who should take this program?
CPAs, attorneys and financial professionals.
Fees
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you are a
nonmember.
If you register, you will be charged
$109.00
(Standard Nonmember Fee).
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|
Standard Member Fee |
$79.00
|
 Standard Nonmember Fee |
$109.00
|
