Thanks so much for attending my presentation for the 2017 event for Montgomery County Estate & Trust!
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