ESTATE AND WEALTH TRANSFER PLANNING FOR IRAs AFTER THE SECURE ACT – THE BEST IDEAS SO FAR
This is a class for CPAs, Lawyers and Financial Professionals that are Being asked to Help Clients with IRA Strategies.
The paradigm shift from life expectancy distributions to a 10-year distribution is at its core a mathematical problem. Therefore, quantitative strategies can mitigate the impact of lost deferral. These strategies include Roth conversions, life insurance, and utilizing charitable remainder trusts. Moreover, tried and true strategies to mitigate built-in income tax consequences of "inherited" IRAs gain importance with a 10-year rule. For example, state tax-exempt IRA trusts along with tactical planning at both the beneficiary designation form level and the trust level.
In any case, there is a critical need for CPA, lawyers and planners to understand the leading ideas.
This is not a class designed to help wealthy clients, but rather will provide advice for the mass-affluent.
Specially, we will review the following LEADING STRATEGIES:
o The Pillars of Income Tax Deferral, Bracket Management, Conversion of Ordinary Income to Long-Term Capital Gain and to Tax-free Insurance Death Benefits
o The Latest CRT Ideas Including NIMCRUTs
o The Best Roth Conversions Ideas
o Powerhouse Life Insurance Strategies
o Explaining these Concepts to your Clients with Flowcharts and Quantitative Illustrations
o The Mathematics of Four Types of Trusts and Beneficiary Distributions from Trusts
§ Conduit Trust
§ Non-Designated Beneficiary Trusts
§ Designated Beneficiary Trusts
§ Eligible Designated Beneficiary Trusts
- The Idea Behind the IRC Section 678 Grantor Trust Strategy
o Developing a Thorough Understanding of the Deferral and Tax Rate Arbitrage Associated with a Charitable Remainder Trust
o The Power of the NIMCRUT
o Developing an Understanding of the Section 664 CRT Tier rules and Converting Ordinary IRA to Long-Term Capital Gain
o Understand the Income and Estate Tax-Free Benefits of IRA relocation (i.e., utilizing IRA distributions to Purchase Life Insurance)
o Learn Advanced Insurance Strategies Including Policy Designs to Maximize ROI
o Understanding the Efficacy of Roth IRA Conversions and the True Drivers of Who Should and Should Not Convert
o Integrating Roth Conversion Planning with Eligible IRA Disability Trusts and IRA Trust Planning
o Developing a Quantitative Understanding of the Benefits of Using the State Tax-Exempt IRA Trust to Reduce State Income Taxes
o Developing an Understanding of the Tax Rate Arbitrage of Spreading Income Across Trust Beneficiaries and Across Family Members
o And more Cutting Edge Ideas
There will be no CE for this webinar
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