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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.

 

 

 

 

 

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