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OnDemand Course

Creative Planning for IRA Distributions

Completely understanding the hows and whens of the creative development within distributions of IRAs.

This topic will help lawyers, accountants, financial advisors, financial planners and others identify these tricks and traps. You will learn how IRAs work, the benefits of IRAs, the distribution rules, how and when to convert to a Roth, and how to use trusts as beneficiaries of IRAs.

Runtime: 90 minutes
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Why Lorman?

Over 33 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

Distribution Rules

  • During Lifetime
  • After Death for a Designated Beneficiary
  • After Death After the Required Beginning Date for a Designated Beneficiary
  • After Death After the Required Beginning Date Absent a Designated Beneficiary

Spouse Beneficiary

  • Rollover
  • Remain as Beneficiary

Spousal Rollover Where the Spouse Is Not the Named Beneficiary

Roth Conversions

  • Benefits of the Roth Conversion
  • Whether to Convert All at Once or Over Time
  • Countervailing Factors

Trusts as Beneficiaries

  • QTIP Trusts
  • Credit Shelter Trusts
  • Trusts for Children and Grandchildren
  • Trust Flexibility
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More Program Information

Why Lorman?

Over 33 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 Course

This course was last revised on October 31, 2017.

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

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

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More Program Information

Why Lorman?

Over 33 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

Bruce D. Steiner, Esq.

Bruce D. Steiner, Esq.

Kleinberg, Kaplan, Wolff & Cohen, P.C.

  • Attorney with Kleinberg, Kaplan, Wolff & Cohen, P.C.
  • More than 40 years of experience in the areas of taxation, estate planning, business succession planning, and estate and trust administration
  • Frequent lecturer at continuing education programs for bar associations, CPAs and other professionals
  • Commentator for Leimberg Information Services, Inc., a member of the editorial advisory board of Trusts & Estates, a technical advisor for Ed Slott’s IRA Advisor, and author of numerous articles for professional journals
  • Quoted in various publications including Forbes, The New York Times, the Wall Street Journal, Lawyers Weekly, Bloomberg’s Wealth Manager, Financial Planning, Kiplinger’s Retirement Report, Newsday, the New York Post, the Naples Daily News, Individual Investor, CNBC, Fox Business, USA Today, TheStreet.com, and Dow Jones (formerly CBS) Market Watch
  • Named a New York Super Lawyer in 2010 through 2017
  • J.D. degree, cum laude, State University of New York at Buffalo; LL.M. degree in taxation, Gerald L. Wallace scholar, New York University; A.B. degree, Cornell University
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More Program Information

Why Lorman?

Over 33 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!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

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

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Product ID: 400966
Published 2017
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Available in Multiple Formats

Purchase this course and learn on your schedule!