CASE STUDIES IN ESTATE PLANNING FOR RETIREMENT BENEFITS
Practical ideas for real-life situations after the SECURE Act
Planning options for the client whose major asset is an IRA or other retirement plan and who wants to leave benefits to their surviving spouse, adult or minor children, or a disabled beneficiary
Outside-the-box solutions for replacing the stretch IRA
MAKING RETIREMENT BENEFITS PAYABLE
TO TRUSTS
The pros, cons and pitfalls of naming a trust as the beneficiary of retirement benefits
Trust accounting for retirement benefits: Why it matters even more in the post-SECURE environment
When and how to transfer an IRA out of a trust or estate
Matt Kadish
WASHINGTON LEGISLATIVE UPDATE
Forecasting Possible Tax & Estate Planning Changes
Current tax legislation prospects and key factors
COVID-19 relief provisions for businesses and individuals
Key worries and planning opportunities going forward
CONTINUING EDUCATION APPLICATIONS HAVE BEEN SUBMITTED to the Ohio Department of Insurance, Certified Financial Planner Board of Standards Inc., and The Supreme Court of Ohio. Accountancy credits will be self-reporting.
