IRA Basics

Individual Retirement Accounts (IRAs) are foundational tools for retirement planning, but their rules can be complex. This session provides a comprehensive overview of IRA fundamentals, including contribution limits, tax advantages, required minimum distributions (RMDs), and beneficiary designations. Learn the differences between Traditional and Roth IRAs, strategies for rollovers, and how to avoid common tax pitfalls. 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-04A

$65.00 or 1.00 credits

Qty: decrease increase

Expires 05/01/2027

Individual Retirement Accounts (IRAs) are foundational tools for retirement planning, but their rules can be complex. This session provides a comprehensive overview of IRA fundamentals, including contribution limits, tax advantages, required minimum distributions (RMDs), and beneficiary designations. Learn the differences between Traditional and Roth IRAs, strategies for rollovers, and how to avoid common tax pitfalls.
Payton M. Heyen Pech, Sandberg Phoenix, St. Louis

Overview
Specifications

Expires 05/01/2027

Individual Retirement Accounts (IRAs) are foundational tools for retirement planning, but their rules can be complex. This session provides a comprehensive overview of IRA fundamentals, including contribution limits, tax advantages, required minimum distributions (RMDs), and beneficiary designations. Learn the differences between Traditional and Roth IRAs, strategies for rollovers, and how to avoid common tax pitfalls.
Payton M. Heyen Pech, Sandberg Phoenix, St. Louis

Products specifications

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

Products specifications

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

Customers who bought this item also bought

GRATS, CRATS, CRUTS - The Alphabet Soup of Estate Planning

P9004-25R-08A

Dive into the world of acronym trusts and their role in advanced estate planning. This session provides an overview of Grantor Retained Annuity Trusts (GRATs), Charitable Remainder Annuity Trusts (CRATs), Charitable Remainder Unitrusts (CRUTs) and other acronym trusts, highlighting their unique features and strategic applications. Additionally, explore the reciprocal trust doctrine, its implications in estate planning, and how to structure trusts to avoid triggering unintended tax consequences. Originally presented as part of Estate Planning Short Course 2025.

$65.00

Estate Planning for Retirement Heavy Estates

P9004-25R-05B

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.

$65.00

Introduction to Illinois Estate Tax

P9004-25R-06A

This introductory guide explains the fundamentals of the Illinois Estate Tax, including who is subject to the tax, exemption thresholds, and filing requirements.Originally presented as part of Estate Planning Short Course 2025.

$65.00