Learn to effectively handle retirement assets for your estate planning clients. This seminar uses a case study approach to explain the Required Minimum Distribution rules, how to make retirement benefits payable to trusts, and post-death administration. Your clients and their families will benefit for years to come.
Learn to:
- Master the Required Minimum Distribution (RMD) rules
- Make retirement benefits payable to trusts
- Improve your strategies for the surviving spouse
- Use Roth IRAs, Roth 401Ks, traditional IRAs, and 401Ks to your client's advantage
- Avoid common post-death retirement asset administration issues