Inherited IRAs: Tax Issues and Planning

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IRA planning in the recent years has undergone dramatic changes. As the dust settles, you need effective and current tools to help clients preserve and transfer inherited IRAs. Get advice from experienced practitioners on the new ways to control tax liability and manage disbursements. Register today! Get an update on the beneficiary designation changes and priorities. Advise surviving spouses on the best course of action. Learn how conduit trusts can qualify for the narrow stretch exceptions. Review rollover rules and strategies. Find solutions to the multiple beneficiary problems. Show more