Estate Planning for Retirement Assets

course

COURSE INFO

  • Available Until 2/28/2020
  • Next Class Time 1:00 PM ET
  • Duration 60 min.
  • Format MP3 Download
  • Program Code 0117558
  • Activity Code:   191080
  • MCLE Credits 1 hour(s)


Course Price: $79.00
ADD TO CART

COURSE DESCRIPTION

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.