Handling IRA Trust Issues
Trusts can be used for many reasons, such as estate planning, avoiding probate, and maintaining control over assets. Trusts have become more popular as beneficiaries of IRAs and QRPs. This course reviews the guidance the Internal Revenue Code and Treasury Regulations provide when distributing IRA assets to a trust beneficiary. It also reviews compliance concerns that are frequently encountered and what risks financial organizations should be aware of in this legal grey area.
|Online||August 16, 2018||$199|
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