Course description
IRA Trusts Update 2021-2022
Stay Up to Date on the Latest Rules Changes and Tactics 2021 has brought changes to IRA planning that extend beyond the earthshattering SECURE Act. Join our experienced faculty as they make sense of what still works and what to do with the planning tools that are no longer effective. Register today! Hear the latest updates on the current distributions, rollover, and reporting rules shaping the practice. Learn what to do with the 2021 RMDs right now. Discuss when using an IRA trust still makes sense. Walk through the key steps of structuring the IRA trust and determine the decisions that must be made along the way. Get some troubleshooting tips for existing IRA trusts.
Training content
- Retirement Plans Overview and Updates in a Post-SECURE Act World
- 2021 RMDs: Amount, Timing of Distributions, Tax Reporting
- Rollovers: Recent Rulings, Working With Account Custodians, DOL Guidance on Rollover Advice
- Weighing the Options: When Does an IRA Trust Make Sense?
- Structuring the Trust
- Top Issues With Existing IRA Trusts
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About NBI
National Business Institute
At NBI, we believe that enhancing professional knowledge through continuing education empowers our customers to better serve their community. With over 35 years of experience, we understand the needs of legal professionals seeking continuing education and we are dedicated to...
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National Business Institute
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