LawPracticeCLE: IRA Trust Strategies

October 8, 2018LawPracticeCLE
Event Details:
October 8, 2018
2:00 pm – 4:00 pm Eastern

Course Description:

This course is will provide an overview of IRA planning techniques, including the utilization of IRA trusts as a mechanism to maximize the stretch. Attendees will learn the advantages to such trusts as well as practical tips for compliance with IRS guidelines.

• Overview of IRAs

• The stretch: concerns and planning

• Utilizing an IRA trust

For more information or to register please click here.

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