Large IRAs: Wealth Transfer Planning Strategies for Your Clients | PFP learning library webcast archive
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Large IRAs: Wealth Transfer Planning Strategies for Your Clients | PFP learning library webcast archive

5 months ago · 1 hour 57 min watch

SECTION

EXCLUSIVE

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.

Come away with an understanding of the following:

  • Overview of SECURE

  • Roth conversions

  • Charitable remainder trust strategies

  • Insurance strategies

  • State IRA

Download the Handout: Large IRAs: Wealth Transfer Planning Strategies for Your Clients

File name: 20210518-large-iras.pdf

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