If you advise clients with IRA/QRP accounts, you should take the Magical Mystery Tour of IRA Distribution Planning. The course agenda includes:
- How to stretch-out any IRA
- The key to the IRA Estate Plan – Custom Beneficiary Designation
- Pension Protection Act of 2006 and IRA Distribution Planning
- Fixing IRA/QRP owner mistakes that could cost a fortune
- Overcoming Custodian obstacles to inheritance of IRA/QRP’s
- New developments under IRA Distribution Rules
- Life insurance for income tax and multi-generation Stretch IRA’s
- The PLR 200101021 Trust – Holy Grail for IRA’s?
- Leveraging inheritance of IRA/QRP’s and protecting against creditors using trust
- Case studies
REGISTRATION IS REQUIRED! EACH PARTICIPANT MUST REGISTER SEPARATELY. For class details and to register click here Here
The course is approved for 2 hours of Health/Life insurance, CPA or CFP continuing education credits for Maryland. There is no prerequisite or advance preparation. Attendees receive written reference materials.
About your Speaker
Paula M. Mattson-Sarli is an attorney in the law firm, Sinclair Prosser Gasior and a member of the American Academy of Estate Planning Attorneys. In 2012 she became an accredited attorney before the Department of Veteran Affairs. Ms. Mattson-Sarli heads up the Elder Law Section of the law firm addressing the many facets of estate planning that occur with the life changing cycles of her clients
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