Estate Administration for IRAs

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Recording and Slides are Available Here

When a client dies with an IRA or qualified plan the estate’s advisors must balance the tax law with a variety of financial and property law issues. In this fact-paced class Bob will address the critical questions that must be reviewed from the first family meeting to the final retitling of the IRA account.   Unfortunately, not enough attention is paid to the tax aspects of IRA planning and the opportunities to preserve retirement funds after death. Nevertheless, with a solid understanding of the IRA and qualified plan provisions, advisors will be able to spot the key issues and identify opportunities. 

Session highlights include:  

·       Understanding the foundational tax concepts of estate planning for retirement accounts 

·       Reviewing beneficiary designation forms and qualified trusts

·       Disclaimer planning for IRAs and qualified plans

·       The impact of ERISA and REA on the disposition of qualified plans

·       Spousal rollovers outright and from trusts including the spousal rollover trap

·       How to use stretch out strategies to increase wealth to future generations

·       Understanding the final minimum distribution regulations- 401(a)(9) Regulations

·       Understanding designating beneficiaries under the minimum distribution regulations

·       Understanding how charitable planning can produce beneficial distribution options

·       Perfecting a trust as a qualified designated beneficiary and what to do with charitable and older beneficiaries

·       Post Mortem Reformations of trusts and beneficiary designation forms

·       Avoiding the spousal rollover trap

·       Understanding conduit and accumulation trusts and the RMD rules

·       Using spousal rollovers and qualified disclaimers to maximize distribution stretch-out

·       Basics of the income tax regulations under 401(a)(9)

·       Understanding the state and federal property law associated with IRAs and ERISA plans

·       Importance of planning for even modest IRAs and plans

·       Understanding disposition after death from a tax and property law standpoint

·       Understanding the Retirement Equity Act

·       Understanding state and federal terminal interest rules

·       Disposition at death after divorce for both IRAs and ERISA plans

·       Reclassification of retirement accounts when community property exists

·       Community property swaps and when they work

·       IRAs at death and beyond

·       ERISA plans at death and beyond

·       Portability in a first marriage and in a second marriage

·       Understanding charitable bequests, Kenen and Section 642(c)

·       Portability in a first marriage and in a second marriage


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