Leveraging Strategic IRA Beneficiary Designations to Ensure Efficiency and Control with Trusts and Taxes

Are you ready for the webinar? 
Ensure you have your individual sign-on link handy.  

Check your email: You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. 

Check your calendar: You can also find your individual sign-on link within the downloadable calendar invite for the webinar. 

Still can’t find it or something not right? Reach out to us directly as members@kitces.com and we can assist you. 

After the release of the Final Regulations, post-death IRA distribution rules have become more complex. This has created more opportunities for IRA beneficiaries to inadvertently be subject to a large tax bill. Planning for the use of a trust as an IRA beneficiary creates a new set of planning considerations to balance the benefit of control with the additional costs and complexities.

In this webinar, Jeff Levine reviews the impact of the Final Regulations on IRA beneficiaries. He reviews the advantages and disadvantages of using a trust as an IRA beneficiary. Jeff further explains the lifecycle of IRA trusts, detailing how they are established, funded, and administered. He concludes with the top five mistakes to avoid when creating IRA trusts.

During this webinar, advisors will learn how to:
- Describe IRA beneficiary types and post-death distribution schedule options for IRA balances post-death
- Determine the distribution options available for IRAs with trust beneficiaries
- Evaluate when naming a trust as an IRA beneficiary would meet the needs of a client
- Explain how conduit and discretionary IRA trusts function after the SECURE Act and Final Regulations, along with common pitfalls to avoid
- Discuss trust planning opportunities available after the Final Regulations and mistakes to avoid

Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite for the webinar.

Continuing Education (CE): 1.5 Credits
For attendees who want to receive CE credit for designations managed by the CFP Board, IWI, and American College, we will report your attendance directly to these organizations within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes.

For attendees who want to receive CE credit as an Investment Adviser Representative (IAR), we will report your attendance directly to FINRA within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes. Additionally, Kitces Members must have purchased the IAR Add-on to have their CE reported to FINRA as an IAR.

For attendees who want to receive CE credit as a Certified Public Accountant (CPA), you must attend the live session for at least 75 minutes and complete all polls presented at the live event. A certificate will be provided to you for self-reporting to NASBA.

All attendees who meet the minimum attendance requirement of 75 minutes will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state-level insurance licensing although some states may accept completion certificates if you self-report.

Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible. 

Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.