Estate Planning for Retirement Heavy Estates

Retirement accounts often form a significant portion of an estate, requiring specialized planning to maximize tax efficiency and ensure smooth transitions. This session covers strategies for managing estates heavily weighted with retirement assets, including planning during the client’s lifetime and post-death administration. Explore key topics such as required minimum distributions (RMDs), beneficiary designations, the SECURE Act's impact, and tax-efficient payout strategies. Originally presented as part of Estate Planning Short Course 2025.

Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

SKU: P9004-25R-05B

$65.00 or 1.00 credits

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Expires 05/01/2027

Retirement accounts often form a significant portion of an estate, requiring specialized planning to maximize tax efficiency and ensure smooth transitions. This session covers strategies for managing estates heavily weighted with retirement assets, including planning during the client’s lifetime and post-death administration. Explore key topics such as required minimum distributions (RMDs), beneficiary designations, the SECURE Act's impact, and tax-efficient payout strategies.
Robert K. Kirkland, Sandberg Phoenix, Kansas City

Overview
Specifications

Expires 05/01/2027

Retirement accounts often form a significant portion of an estate, requiring specialized planning to maximize tax efficiency and ensure smooth transitions. This session covers strategies for managing estates heavily weighted with retirement assets, including planning during the client’s lifetime and post-death administration. Explore key topics such as required minimum distributions (RMDs), beneficiary designations, the SECURE Act's impact, and tax-efficient payout strategies.
Robert K. Kirkland, Sandberg Phoenix, Kansas City

Products specifications

Category	Estate Planning & Probate
Program Date	05/06/2025

Products specifications

Category	Estate Planning & Probate
Program Date	05/06/2025

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