Inherited IRAs: What Every Practitioner Must Know
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The rules and regulations surrounding estate planning and retirement asset distributions can be very confusing. One seemingly tiny mistake or oversight could result in a morass of legal issues and penalties, about which a less-informed practitioner may be completely unaware. It is your responsibility as a practitioner to be familiar with these retirement distribution rules and know how to implement an estate plan that includes retirement-type assets, such as IRAs.
Inherited IRA's: What Every Practitioner Must Know is your complete guide to effectively implementing an estate plan that includes retirement-type assets, written especially for the practitioner. This important book serves as a guide to alert you, as a practitioner, to many of the retirement distribution rules that you must know in order to effectively safeguard your client and their retirement assets.
Within this concise guide, you'll find more than 100 scenarios, questions, and answers that you will most likely encounter as a practitioner dealing with often complex retirement asset distribution. In addition, checklists, sample forms, and summaries of court rulings on inherited IRA cases will provide you with additional tools and resources that will help you serve your clients through what is often a very difficult time in their lives.
This essential resource can help any retirement and estate practitioner be more responsive to questions about retirement distribution planning, and be more successful at their craft.