Thanks so much for attending my presentations for the 2019 GWN Securities event!
Further Reading Materials:
- November/December 2014 – 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
- Permanent Portability Of The Estate Tax Exemption – Is It Time To Bypass The Bypass Trust For Good?
- IRS Will Now Require Executors To Report Cost Basis To Beneficiaries For Inherited Assets
- The Untenable State Of State Estate Taxes – Recouple, Repeal, Or Enact Gift Taxes
- Individual Tax Planning Under The Tax Cuts And Jobs Act Of 2017
- RUFADAA And The Importance of Digital Estate Planning