Thanks so much for attending my sessions at the Kitces Estate Planning Forum for the Sacramento Estate Planning Council!
Further Reading Materials:
- 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
- November-December 2014 Newsletter - Qualifying a Trust as the Designated Beneficiary of a Stretch IRA