Are you worried you forgot to put an account into your trust? Have you forgotten who you named as beneficiary on your IRA and why it’s important that it’s done correctly? Review the importance of beneficiary designations, tax considerations of naming a trust or an individual as a beneficiary, qualified trusts, and more. Beth will discuss how to correct titling problems in estate planning, how to gain tax advantages for IRAs, and the importance of correctly funding your trust. We will also review how disclaimers can be used to correct some problems and gain tax advantages.
This class is approved for 1-hour Continuing Education credit for life insurance providers, CFPs and CPAs.
You bring your lunch and questions, we will provide drinks and answers!