Inherited IRA: Tax Implications And Estate Planning Essentials

  • 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | Duration: 120 Minutes
  • Credit: IRS Credits: 2.0 | NASBA Credits: 2.0| Product Code: WEB00452
Contact Person Klaralee R. Charlton
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Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar

Inheriting an IRA involves complex tax considerations—not only for individual beneficiaries, but also for estates and trusts that receive retirement accounts after the owner’s death. When mistakes occur or circumstances change, practitioners play a critical role in helping clients properly administer or transfer inherited retirement accounts to avoid unnecessary taxes and unintended consequences.

This course provides in-depth guidance on inherited retirement account rules as modified by the SECURE Act, with a focus on practical strategies for administering and transferring IRAs and other retirement assets after death. Participants will learn how to navigate post-mortem distribution rules, correct common errors, and align retirement account planning with overall estate and income tax objectives. In addition, the course emphasizes the importance of reviewing beneficiary designations and updating estate plans to reflect the latest guidance and ensure compliance.

Session Highlights: 

  • Real-world examples showing successful and failed planning under the new rules
  • Describe the distribution options for inherited retirement accounts for individual beneficiaries, estates, and trusts
  • Understand the methods for administering a retirement account as an asset of a trust
  • Identify opportunities to distribute income to charitable beneficiaries
  • Analyze an estate or trust’s ability to distribute a retirement account to charitable and individual beneficiaries
  • Recommend ideal transfer methods for retirement accounts to minimize administration complexity and income taxes
  • Impact on eligible designated beneficiaries (EDBs) and non-EDBs
  • Post-death RMD timelines and the application of the 10-year rule
  • Planning implications for trusts as IRA beneficiaries
  • Common mistakes to avoid and proactive steps to take now
  • New provisions for decanting IRA trusts
  • New provisions for reforming IRA trusts
  • New provisions for Power of Appointment trusts
  • Easy and concise case studies

Credits and Other information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Taxes
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • NASBA Sponsor: 146439
  • IRS Course ID: PJGWS-T-00131-26-O
  • Attendance Requirement:  Yes
  • Session Duration: 2 Hours
    • Case Studies and Live Q&A session with speaker
    • PowerPoint presentation for reference

Who Will Benefit:

  • CPA
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Attorneys
  • Other Tax Preparers
  • Finance professionals
  • Financial planners
Coder Archives is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
 
Speaker Profile:
Klaralee Charlton is a Shareholder with Katz, Look & Onorato, P.C. where she practices fiduciary tax, estate administration, and business transactional law. As part of her practice, Ms. Charlton guides clients through the process of administering a loved one’s estate including the collection, valuation, management and transfer of assets including financial accounts, real estate, and business interests with a focus on minimizing estate and income tax liability. She also works closely with trustees of ongoing trusts to ensure compliance and prepares clients’ fiduciary income tax returns annually.
Klaralee has written and lectured on topics including estate and gift tax, fiduciary income tax reporting and U.S. regulations governing the valuation of small family businesses. She previously served as Chair of the Colorado Bar Association, Tax Section and President of the Greater Denver Tax Counsel Association. She earned her J.D. from the University of Utah, S.J. Quinney College of Law, her LL.M. in Tax Law from the University of Denver, and her B.A. in political science from Bryn Mawr College. She is admitted to practice in both Colorado and Montana.
IRS Credits
NASBA Credits
1. Are your providing Online Continuing Education Credits?

We are approved to provide CPE/CE credits to Tax Professionals

  • IRS
  • NASBA
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