Estate Planning and Rules for Minimum Distributions From Retirement Plans and IRAs
Navigating Rules for Different Retirement Accounts, Computing Required Distributions, and Avoiding Tax Penalties
Recording of a 90-minute CLE/CPE webinar with Q&A
This CLE/CPE course will guide estate planning counsel in navigating the complexities involved in minimum distribution rules from retirement plans and IRAs. Attendees will learn how to compute required distributions, and navigate lifetime rules and post-death options for beneficiaries.
- Compute RMDs during participant’s life and post-death
- When to begin distributions
- Lifetime rules for different accounts
- Post-death options
- RMD rules application to retirement benefits payable to trusts
The panel will review these and other key issues:
- Why are lifetime rules beneficial to retirees?
- What post-death options are available to beneficiaries, including the surviving spouse, children and estate as beneficiary?
- How do the RMD rules apply to retirement benefits payable to trusts?
Kristen M. Lynch
Fowler White Burnett
As a shareholder in the Firm’s Trusts & Estates group, Ms. Lynch focuses her practice on estate planning,... | Read More
As a shareholder in the Firm’s Trusts & Estates group, Ms. Lynch focuses her practice on estate planning, probate and retirement planning, and IRA matters. An Accredited Estate Planner (AEP), she has over twenty years of experience in trust and estates law, working almost exclusively with high net worth IRA clients for the last seventeen years. Ms. Lynch is also a Certified Trust and Financial Advisor as well as a Certified IRA Services Professional.Close
Scott K. Tippett
The Tippett Law Firm
Mr. Tippett's practice focuses on wealth law, as a comprehensive and integrated approach to domestic and... | Read More
Mr. Tippett's practice focuses on wealth law, as a comprehensive and integrated approach to domestic and international estate planning, asset protection planning, business matters, and tax issues. He is the principal author of The North Carolina Wealth Law Counselor and The Wealth Lawyer, informative blogs dedicated to wealth law, estate planning, and asset protection planning issues.Close