Estate Planning for Retirement Assets



  • Available Until 2/28/2020
  • Next Class Time 11:00 AM MT
  • Duration 60 min.
  • Format MP3 Download
  • Program Code 0117558
  • MCLE Credits 1 + hours

Course Price: $89.00


The biggest category of asset most clients have is their retirement accounts - 401(k) or IRA accounts, or other tax-favored or employer sponsored plans. Obtaining distributions and/or otherwise transferring assets to heirs is governed by a complex framework of rules. Traps, including misuse of beneficiary designation and payable on death accounts, abound. This program will provide you a framework for trust and estate planning for retirement benefits.