Planning for IRAs and Retirement Assets: Mistakes to Avoid

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The SECURE Acts have changed the way we treat retirement assets in estate planning, and mistakes are likely. This course reviews top problem areas of IRA planning: from beneficiary designations through creditor claims and tax consequences. Register today! Weigh the unique advantages and limitations inherent in different retirement accounts. Prevent missed RMDs and other distribution mistakes (and correct those already made). Identify and prevent key mistakes in beneficiary designations. Avoid improper use of trusts as beneficiaries. Get legal ethics guidance from attorneys who practice in this field. Show more