SECURE Act is going to be enacted as part of the spending bill; EVERYONE NEEDS TO RECONSIDER EVERYTHING!
The Secure Act Is Going to be Enacted this Week: Are You Fully Prepared?
10 DAYS TO THE TEN-YEAR RULE – EVERYONE NEEDS TO RECONSIDER EVERYTHING!
· Flowcharts, checklists and practical protocols to help you and your clients
· Urgent estate administration protocols for late 2019 deaths
· Urgent protocols to avoid disasters in case of early 2020 deaths
· The conduit trust RMD disaster and solutions – why most conduit trusts are now imprudent or worse
· Reformations and decanting to avoid a spendthrift disaster
· Selecting the right “heir” to receive the IRA
· The new spousal rollover trap and disclaimer planning
· IRD meets DNI – understanding the taxation of trusts named as IRA beneficiaries
· Examples to explain the quantitative difference under the new law compared to the old
· Using CRTs to maintain deferral and bracket management - the law and the math
· The mathematics of SECURE Act motivated Roth conversions for better bracket management and greater wealth transfer
· Using IRA trusts in low tax states to achieve state tax savings by avoiding or delaying the state taxation of the lump sum payout
· Using single life insurance to enhance bracket management - the unbiased math
· Using Second-to-Die insurance to increase wealth transfer
· Urgent action steps for ill and dying clients including avoiding conduit trusts and using out of state trusts
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