The End is NEAR for Stretch IRA - How to SIMULATE the BENEFITS for your clients.
The end is Near for the Stretch IRA – How to Simulate the Benefits For Your Clients
The paradigm shift from life expectancy distributions to a 10-year distribution is essentially a mathematical problem.
In the past six months a number of strategies have been developed to “simulate” a similar result to a stretch IRA. These strategies include Roth IRA conversions, purchasing life insurance in an ILIT, utilizing charitable remainder annuity trusts and charitable remainder unitrusts, using Nevada state tax-exempt IRA trusts along with tactical planning at both the beneficiary designation form level and the trust level. In this class, we will review the following:
- Developing a thorough understanding of the deferral and tax rate arbitrage associated with a charitable remainder trust
- Developing an understanding of the tax deferral, tax rate arbitrage, and tax free benefits of IRA relocation, capital gains conversion associated with a charitable remainder trust, tax-free benefits of IRA relocation, i.e., utilizing IRA distributions to purchase life insurance
- Understanding the efficacy of Roth IRA conversions and the true drivers of who should and should not convert
- Developing a mathematical understanding of the benefits of using the Nevada state tax-exempt IRA trust
- Developing a thorough understanding of the rate arbitrage of spreading income out across trust beneficiaries and across family members
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