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2018 Annual Meeting of the California Tax Bar and California Tax Policy Conference: Helping Ira Plan His IRA
Testamentary Planning with Individual Retirement Accounts RMD? RBD? DOD? Custodian? Conduit? Roth? Single-life? When you see these terms, does your blood pressure immediately rise from fear? Do you just want to “rollover” and pass out from the complexities? Is your first response, “Call the accountant!”? Well, worry no more. This presentation will guide you through testamentary IRA planning, from understanding payouts under the required minimum distribution rules to advanced estate and asset protection planning with the use of charities, conduit trusts and accumulation trusts.
1 Legal Specialization in Taxation Law
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