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Charles E Smith Jewish Day School 2015 – Presentation Handout Materials & Supporting Information

Thanks so much for coming to my presentation for the Charles E Smith Jewish Day School Professional Advisor Seminar!

Presentation Materials

Click the links/images below to download a copy of the presentation materials:

Trusts as Beneficiaries Of IRAs - CES Jewish Day School - Apr 17 2015 - Cover Page-thumbnail

 

Further Reading/Materials

November/December 2014 Newsletter – Qualifying a Trust as the Designated Beneficiary of a Stretch IRA
Qualifying a “See Through” Trust as an IRA-Designated Beneficiary – Conduit or Accumulation?
Congress Fires Warning Shot at Stretch IRAs, Threatens 5-Year Rule for All
Eliminating Small RMDs and Killing the Backdoor Roth – Key Retirement Proposals Under President Obama’s FY2016 Budget

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