Update on Inherited IRAs

Michael J. Jones and Robert S. Keebler will provide an update on the rules regarding inherited individual retirement accounts.

Their presentation will include:

  • A discussion of the recent U.S. Supreme Court ruling in Clark, et ux v. Rameker
  • A comparison of inherited IRAs and ERISA-covered benefits
  • The effect of Clark on spousal inherited IRAs
  • Information on the 10 percent spousal rollover trap before age 59.5
  • Creating IRAs payable to trusts, including balancing income tax advantages with asset protection
  • A checklist for both tax and asset protection.

The Certified Financial Planner Board of Standards (CFP) has approved this program for 1 CE credit hour.

The NAEPC (National Association of Estate Planners & Councils) has approved this program for one (1) CE credit hour for the AEP® designation program.






 If you have previously registered for this event, please login below:

First Name*
Last Name*
Street Address*
CFP Board ID:
You must have Javascript and Cookies enabled to access this webcast. Click here for Help.
Please enable Cookies in your browser before registering for the webcast.
*Denotes required.

Webinar registration policy
The participation of our sponsors in this webinar enables us to provide this event free of charge to you. Part of the value we are able to provide our sponsors is information they can use to more effectively market their products and services. Accordingly, by agreeing to register for this event, you agree that we may share your registration information with our sponsors. We do not permit these companies to use your personally identifiable information without your permission for any purpose other than to send you information about their own products and services. To learn more about Penton Media's privacy policy, click here .