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CE 160 Naming Trusts as IRA Beneficiaries (Part Two)

CE 160 Naming Trusts as IRA Beneficiaries (Part Two)

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This course is the second of two courses on naming trusts as IRA beneficiaries. Students differentiate conduit vs. accumulation trusts, examine how to determine RMDs when a trust is the IRA beneficiary, and how to avoid the major IRA trust mistakes that your peers constantly make. In addition, the SECURE Act effect on IRA trusts will be reinforced with practical examples.

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