Transcription of Handout: SECURE Act: Estate Planning for IRAs
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2011-2020 Keebler Tax & Wealth Rights Reserved1 Presented by Robert S. Keebler, CPA/PFS, MST, AEP Keebler & Associates, Planning for IRAs & qualified Plans with an Emphasis on IRAs Payable to Trusts1 The Author wishes to thank Michelle L. Ward, JD LLM for her contribution to this outline 2011-2020 Keebler Tax & Wealth Rights Reserved2 Outline SECURE Act Ten Year Rule Foundation Concepts Stretch Out IRAs 401(a)(9) Regulations Charitable Planning with IRAs IRAs Payable to Trusts Disclaimer Planning Spousal Rollover Trap 2011-2020 Keebler Tax & Wealth Rights Reserved3 SECURE ACTTEN-YEAR RULEEFFECTIVE DATE:January 1st, 2020 2011-2020 Keebler Tax & Wealth Rights Reserved4 SECURE Act.
Jan 17, 2020 · & Qualified Plans with an Emphasis on IRAs Payable to Trusts ... • Coordinate estate plan under will or revocable trust • Generally, the IRA or qualified plan is the largest ... IRS would treat the transfer as a taxable distribution. • PLR 20021501 – Husband and wife entered into a post-nuptial agreement ...
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