1 1

TACFS

CE 159 Naming Trusts as IRA Beneficiaries (Part One)

CE 159 Naming Trusts as IRA Beneficiaries (Part One)

$205.00 USD
$205.00 USD
Sale Sold out
SKU

This course is the first of two courses on naming trusts as IRA beneficiaries. In this course, students engage with the basic IRA trust planning concepts, including knowing how to explain options to clients to determine the necessity of an IRA trust, how to set it up, and communicate with the beneficiary after the IRA owner’s death.

Materials

Shipping & Returns

Dimensions

Care Instructions

View full details

Image with text

Pair text with an image to focus on your chosen product, collection, or blog post. Add details on availability, style, or even provide a review.

  • Free Shipping

    Pair text with an image to focus on your chosen product, collection, or blog post. Add details on availability, style, or even provide a review.

  • Hassle-Free Exchanges

    Pair text with an image to focus on your chosen product, collection, or blog post. Add details on availability, style, or even provide a review.