What Estate Planners Must Know to Protect Retirement Account Beneficiaries from Substantial IRS Penalty Tax Sanctions for 2025 & Beyond

Seymour Goldberg is hosting a webinar on Friday, March 28, 2025 from 3:00 to 4:30 p.m. This 90-minute program covers the many practical issues that face the unwary and vulnerable beneficiaries of Retirement Accounts under the new IRS payout distribution rules. It seems like all roads lead to a protective trust for many such beneficiaries to avoid trip wires and significant IRS penalty taxes.

This 90-minute program includes:

• Advantages of a trust as the beneficiary of an IRA or Roth IRA account
• Noncompliant IRA trusts and Statute of Limitations Issues [Danger Zone Issue]
• Why Special Power of Attorney provisions are necessary to protect unwary and vulnerable direct beneficiaries of Inherited Retirement Accounts (including traditional and Roth IRA accounts)
• Defective IRA Beneficiary Forms and Default Unintended Beneficiaries (How and why does this often happen)
• Court cases involving IRA beneficiary issues (of which there are many)
• What happens if an IRA owner fails “to take required minimum distributions for many years and passes away before taking any action! Who is liable for the IRS penalty sanctions.” A tough question without a good answer.
• Where does a tax preparer (including CPAs, Enrolled Agents and Attorneys) stand if an inherited IRA beneficiary client takes insufficient required minimum distributions for many years and passes away before taking any action. A tough question without a good answer. Should you keep your malpractice insurance in force?
• Important IRS letter rulings that you must know
• And much more

For more information see “What Estate Planners Must Know to Protect Retirement Account Beneficiaries from Substantial IRS Penalty Tax Sanctions for 2025 & Beyond” Leimberg Information Services.