Introduction to Financial and Estate Planning for IRAs
Live online tax webinar for CPAs, EAs, and tax professionals.
Live Webinar
Course Information
Join us to explores IRA and estate planning in the post-SECURE 1.0 / 2.0 Acts environment. This session will demystify complex topics such as “Designated Beneficiary Trusts,” “Eligible Designated Beneficiary Trusts,” and “See-Through Trusts.” Gain practical insights into how these rules impact retirement and estate planning strategies for your clients.