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IRAs at Death & Beyond

Jun 26, 2025 · 1 hour 59 min watch

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In this webcast, essential topics related to postmortem IRA planning, including the latest regulatory updates and strategies to navigate complex distribution rules for retirement accounts are covered.

Topics include:

  • How the regulations are structured

  • Roth IRA distribution rules

  • Required minimum distributions (RMDs) for clients who die before (or after) their required beginning date (RBD)

  • Eligible designated beneficiary rules

  • SECURE 2.0 Section 327 election and planning for surviving spouse

  • Planning for disabled beneficiaries

  • IRAs payable to trust

  • Postmortem division of retirement

Download the IRAs at Death & Beyond

File name: iras-at-death-and-beyond.pdf

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Topics

Personal Financial Planning

Subtopics

Estate Planning
Investment Planning
Retirement Planning
Tax Planning
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