High-Balance IRAs: Estate and Income Tax Planning Strategies
Navigating the Unique Challenges of Large IRAs, Avoiding Double Taxation and Protecting IRA Assets
Recording of a 90-minute CLE/CPE webinar with Q&A
This CLE/CPE webinar will provide estate planners with a deep dive into the planning challenges and opportunities that arise for clients with very high balance IRAs. The panel will discuss the specific issues with large IRAs, outline strategies for overall tax minimization and present options for post-mortem income tax planning for estates involving large IRAs.
Outline
- Issues specific to high-balance IRAs
- Basic rules
- Income tax treatment
- Estate tax treatment
- Strategies
Benefits
The panel will discuss these and other important topics:
- What are the specific challenges unique to large-balance IRAs?
- Trusts and other planning vehicles
- Required distribution rules
- Coordination between IRA plan documents and estate plan documents
Faculty

Stephen J. Bigge, CPA
Partner
Keebler & Associates
Mr. Bigge focuses on developing comprehensive financial, estate and income tax analyses and wealth transfer techniques... | Read More
Mr. Bigge focuses on developing comprehensive financial, estate and income tax analyses and wealth transfer techniques including FLP, GRATS, CRTs, ILITs and IDGTs. He specializes in estate, gift and retirement planning, charitable gift planning, as well as trust and estate administration. Mr. Bigge is also experienced in providing tax planning for individuals, trusts and flow-through entities and is a frequent writer for Taxes Magazine.
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Scott K. Tippett
Atty
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.
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