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
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
