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AFELA WEBINAR: IRA Issues
November 16, 2016 @ 12:00 pm - 1:15 pm$99
Presented by Randy Bryan
12:00 – 1:15 pm
The course will touch on IRA distributions in the context of Medicaid planning and the distribution rules for IRAs during lifetime and at death, but the focus of the program will be on qualifying a trust as a “designated beneficiary” under the IRS rules. We will review “conduit” and “accumulation” trusts and discuss which option may work better for special needs trust planning. We will also review the importance of coordinating beneficiary designations with the planning.
To register, please click here.