Succession Planning for Retirement Accounts/IRA Inheritance Trust Webinar

Succession Planning for Retirement Accounts typically involves two (2) goals or concerns.  First, deferral of income tax.  The key is for the retirement account to remain income tax-deferred for the longest period of time.  This is accomplished when your children or other beneficiaries are able to keep the retirement account tax-deferred until they attain the age of 70.5.  Second, creditor, lawsuit, and divorce protection.  The US Supreme Court ruled only a few months ago that an inherited IRA is not entitled to any asset or creditor protection.