Estate Planning for IRAs and 401Ks after the SECURE Act
This 90-minute presentation focuses on revised estate planning for IRAs, 401ks and other qualified plan benefits after the SECURE Act. The emphasis is on income tax minimization strategies, including drafting strategies where benefits are made payable to a trust.
Presenter: James G. Blase, CPA, JD, LLM
CLE: 1.50 General credits
States Pre-Approved: AR, CA, CO, NJ, NY, OK, PA, VT
(AK, AZ, CT, MO, NH eligible to claim credit)
We will supply you with the information needed to self-apply in other states.
Contact firstname.lastname@example.org for CLE assistance.
WealthCounsel members: This CLE eligible program is complimentary for