IRA Beneficiary Strategies: Trusts and Charities, SECURE Act Changes, Avoiding Common Errors
A live 110-minute CPE webinar with interactive Q&A
This webinar will explain how beneficiary designations impact income and transfer taxes. Our panel of IRA experts will cover the caveats and considerations of beneficiary designations, including how to advise clients in specific scenarios to minimize overall taxation properly.
Outline
- IRA beneficiary designations: an overview
- Individuals
- Spouse
- Non-spouse
- Trusts as beneficiaries
- Charitable beneficiaries
- Taxation of distributions
- SECURE Act
- Examples
- Common designation mistakes to avoid
- Tradition to Roth conversions
- Use of non-traditional investments in an IRA
Benefits
The panel will review these and other key issues:
- Using see-through trusts as beneficiary designations
- When designating a charity as an IRA beneficiary should be considered
- How IRA distributions are taken and taxed after the SECURE Act
- How to avoid common errors in beneficiary designations
- When the estate should and should not be a designated beneficiary of an IRA
Faculty

Mark R. Parthemer
Managing Director and Senior Fiduciary Counsel, Southeast Region
Bessemer Trust
Mr. Parthemer oversees Bessemer Trust’s legacy, estate planning and fiduciary services from the Miami through... | Read More
Mr. Parthemer oversees Bessemer Trust’s legacy, estate planning and fiduciary services from the Miami through Washington, DC offices. He leads the firm's Advanced Implication Modeling Team and a planning think tank group. Mr. Parthemer has served on the faculty for the University of Miami’s Heckerling Institute, as an adjunct professor at the Widener University School of Law, and as a guest lecturer at the University of Miami School of Law’s LLM program. He is a frequent national lecturer and published author on taxation, estate planning, trust law and wealth management.
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Lawrence K.Y. Pon, CPA/PFS, CFP, EA, USTCP, AEP
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Pon & Associates
Mr. Pon has been in practice since 1986 providing comprehensive tax and financial planning, tax preparation and... | Read More
Mr. Pon has been in practice since 1986 providing comprehensive tax and financial planning, tax preparation and representation.
CloseEarly Discount (through 05/28/21)
CPE credit processing is available for an additional fee of $39.
CPE processing must be ordered prior to the event.
See
NASBA details.