Large IRAs: Wealth Transfer Planning Strategies for Your Clients
IRA planning is complex and requires a mastery of property law, income tax, estate tax and finance. Learn everything you need to know about planning with large IRAs in 2021 and beyond.
Format
Webcast
Date
May 10, 2021
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
2
Author(s)
Robert S. Keebler
Availability
Product Number
WC3058370
Master the complexities of IRA planning
Learn everything you need to know about planning with large IRAs in 2021 and beyond in this webcast led by Bob Keebler, CPA/PFS, MST.
IRA planning is complex and requires a mastery of property law, income tax, estate tax and finance. Some planning techniques focus on financial engineering, such as converting traditional accounts to a Roth account or increasing taxable distributions to move funds to life insurance. Others involve a significant charitable/legal component, such as leaving funds to variations of charitable remainder trusts.
Join this webcast to come away with an understanding of the following:
- Overview of SECURE
- Roth conversions
- Charitable remainder trust strategies
- Insurance strategies
- State IRA income tax strategy trusts
- Multi-generational accumulation trust sprinkling
Key Topics
- Income, estate and gift taxes
- Generation-skipping transfer taxes
- Income §691(c) deduction and its failures
- State estate taxes
- State income taxes
Learning Outcomes
- Determine what you need to know about Roth conversion planning with large IRAs
- Identify how the SECURE Act impacts IRA wealth transfer planning
- Analyze charitable remainder trust strategies
- Apply powerhouse life insurance strategies
- Identify state income tax strategy trusts
- Use multi-generational trust sprinkling
- Determine why the 691(c) deduction fails to truly benefit the beneficiaries
Who Will Benefit
- CPAs
- Financial planners
- Tax professionals
- Other qualified professionals
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