IRA Seminar for Advisors

What Every Attorney, Accountant and Financial Advisor Must Know About IRAs and 401ks

What We Will Cover ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Minimum Distribution Rules ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Determining MRD During Participant’s Lifetime ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Determining MRD’s after death ,[object Object],[object Object],[object Object],[object Object],[object Object]

If Death Before RBD ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

If Death After RBD ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Multiple Beneficiaries ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Disclaimer ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Roth Retirement Plans ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Conversion ,[object Object],[object Object],[object Object],[object Object],[object Object]

Conversions post-2009 ,[object Object],[object Object],[object Object],[object Object],[object Object]

Why Convert? ,[object Object],[object Object],[object Object],[object Object],[object Object]

Beneficiary Designations ,[object Object],[object Object],[object Object],[object Object],[object Object]

Triple Taxes ,[object Object],[object Object],[object Object],[object Object]

Estate Tax 55% $1,000,000 2011 n/a Unlimited 2010 45% $3,500,000 2009 45% $2,000,000 2008 45% $2,000,000 2007 Top Rate Exemption Year

Example ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Result ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Stretching an IRA ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Example 2 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Stretch Results ,[object Object],[object Object],[object Object],[object Object],[object Object]

Stretch is NOT Automatic ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Problems for Prudent Beneficiaries ,[object Object],[object Object],[object Object]

Living Trust Will Not Work ,[object Object],[object Object],[object Object],[object Object],[object Object]

Solution ,[object Object],[object Object]

Stretch IRA Trust ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Spouse ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Example ,[object Object],[object Object],[object Object],[object Object],[object Object]

Accumulation v. Conduit ,[object Object],[object Object],[object Object],[object Object],[object Object]

Conclusion ,[object Object],[object Object],[object Object],[object Object],[object Object]

IRA Seminar for Advisors

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IRA Seminar for Advisors