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Audio & Reference Manual

Inheriting an IRA or Employer-Sponsored Retirement Plan

Gain a thorough understanding of IRAs and inherited IRAs and advise your clients with confidence.

This information is specially designed for those who advise their clients on inherited IRA and qualified plan distributions. This topic will also focus on the required minimum distribution rules and how an IRA payable to a trust may still qualify as a designated beneficiary. This information can help you spot and avoid some of the common mistakes taxpayers make with their inherited IRAs.

Runtime: 90 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Overview

  • Foundation Concepts
  • Required Minimum Distributions
    • Lifetime
    • PostMortem
  • Determining the Designated Beneficiary

Inherited IRAs

  • Spouse Beneficiaries
  • Nonspouse Beneficiaries
  • Mistakes With Inherited IRAs

IRAs Payable to Trusts

  • Qualifications for a Designated Beneficiary
  • Planning for Contingencies: Contingent Trust Beneficiaries
  • Separate Share Rule for Determining Required Minimum Distributions

Other IRA Planning Issues

  • Inherited IRAs in Bankruptcy
  • Nonspouse Rollovers of Plans or IRAs Preparing for Audit
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on July 12, 2016.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • AK CLE 1.5
     
  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • GA CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MO CLE 1.8
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NM CLE 1.5
     
  • NV CLE 1.5
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5
     
  • UT CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

William C. Lentine

William C. Lentine

Dykema Gossett PLLC

  • Attorney at Dykema Gossett PLLC
  • Practices in a variety of areas of tax law
  • J.D. degree, magna cum laude, Michigan State University College of Law; degree in accounting, Michigan State University
  • Can be contacted at 313-568-5371 or [email protected]
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

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  • White Papers and Articles
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Additional benefits include:

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* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 397936
Published 2016
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Available in Multiple Formats

Purchase this course and learn on your schedule!