CLE on Handling An Inherited IRA
The American Bar Association Section of Real Property Trust & Estate Law is holding an eCLE entitled, Handling An Inherited IRA, on April 21st from 12:00 – 1:30 PM CT via webinar. Here is why you should attend:
For many clients, IRAs and other retirement accounts are a significant asset. Maximizing these benefits after death means knowing what steps to take, and when to take them.
This program will cover how to maximize the value of inherited IRAs, including:
- Critical Deadlines;
- What makes stretch distributions so valuable;
- How to orchestrate the transfer to an Inherited IRA;
- What trustees need to know; and
- Surviving spouses.