Should You Trust a Trust as an IRA Beneficiary?
Date: July 10, 2013, 1-2 p.m. ET
Speaker: Mary Kay Foss, CPA
This webinar will cover one of the most important and prevalent retirement and estate planning wealth vehicles - individual retirement accounts (IRAs) and the naming of beneficiaries of an IRA and other retirement accounts. Some of the issues covered in the webinar will be:
- When is it a good idea to name a trust as an IRA beneficiary?
- What are the advantages and disadvantages of naming a spouse, an adult child, or a grandchild?
In addition, practitioners attending the webinar will learn the importance of naming contingent beneficiaries. After attending this webinar, practitioners will be better equipped to advise clients with their IRA beneficiary designations.
Tax section members and PFP section members (inclusive of PFS credential holders) may attend this seminar for free without receiving CPE credit.
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