This two day IRA seminar includes extensive converage about:  Estate planning for IRAs with a $5,000,000 exemption, the Pension Protection Act, the IRA Regulations, pre-retirement issues, required beginning date issues, the Stretch-out IRA and how regulations affect it, the Minimim Distribution rules, spousal rollovers, funding the Bypass Trust with IRA assets, QTIPing an IRA, planning for separate shares, charitable cash-outs, division of IRAs, beneficiary designation planning, the five-year rule, post-mortem beneficiary reformations, effective dates, correcting current beneficiaries, trust traps, Roth IRA issues, Stand Alone IRA Trust planning, distribution of employer securities, insurance strategies and new, innovative planning strategies.

 

7:30am - 5:00pm Central

 

7:00am - 3:30pm Central

 

 

 

For more information and registration.