Workshop #3: Using Trusts as IRA Beneficiaries

Monday, October 16, 2017 -
12:45pm to 1:45pm

Session type:

Much of the roughly $26 trillion U.S. retirement market rests in the hands of an aging baby boomer generation. Financial advisors will play a critical role in helping clients efficiently pass these assets to future heirs. Sometimes, that may require using a trust as a beneficiary. These tools can be effective, but also complicated. Learn about some of the biggest pros and cons of leaving an individual retirement account (IRA) to a trust, and the critical rules professionals must know in order to guide clients.