In this webinar, Jeff Levine, CPA/PFS, CFP®, AIF, CWS®, MSA, digs deep into the “new” 10-Year Rule to help financial planners identify strategies for helping clients make the most of the retirement accounts their heirs may inherit. Advisors will learn:
- Identify the situations in which a beneficiary must take annual RMDs from an inherited retirement account.
- Explore critical changes to the rules that govern trusts as beneficiaries of retirement accounts
- Determine the rules that apply successor beneficiaries
