ENG2616. IRA/Retirement Account Update (EST, TAX, PFP)

The last several years have seen a flurry of changes for retirement accounts. These include changes for employers, savers, retirees, and post-mortem beneficiaries. A near constant flow of regulation and guidance to implement changes from Congress provides both clarification and complication. A timely update for practitioners is critical.

Learning Objectives:

• Identify updates in post-mortem IRA distribution regulatory law and guidance.
• Recognize IRA legislative updates and implementation of new statutes.
• Analyze comprehensive themes guiding the wave of change to better plan for the future.