Thanks so much for attending my presentations for the 2019 Financial Advisors Symposium!
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