Testamentary Planning with IRAs

September 23 2020 14:42 - 14:43 UTC

Tax writers have long proposed shortening the payout period for inherited IRAs as a way to raise tax revenues. Congress now may be listening, and legislation that acknowledges this proposal is probable. Learn what these changes would mean for your business and your review planning with IRAs.

Discussion Highlights

  • Review current required minimum distribution rules for IRAs
  • Discuss provisions of the SECURE Act, passed by the House of Representatives in 2019
  • Examine planning implications of a shorter payout period and how taxpayers could respond
  • Identify additional planning tips with IRAs

Presented by:

Thomas W. Abendroth
Partner, Schiff Hardin LLP

Charles D. Fox IV, Partner,
McGuireWoods LLP

  • IRA
  • ABA
    • Best Practices
RESOURCES
  • Testamentary Planning with IRAs.pdf
    Attendees Only
VIDEO REPLAYS

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