How Heirs Can Maximize an Inherited IRA or 401(k): Estate and Legacy Planning Strategies | Lord Abbett

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Financial Advisor Education

How Heirs Can Seek to Maximize an Inherited IRA or 401(k): Post Secure Act Advanced Estate and Legacy Planning Strategies

The SECURE Act is a game-changer. Find out how the SECURE Act affects 401(k) and IRA  legacy planning, as well as advanced beneficiary  strategies. It’s critical that clients and their heirs fully understand the new post-SECURE post-death payout rules. Knowing the available options can save taxes while preserving tax-deferred account status. By becoming an expert on the rules, concepts, and strategies governing generational wealth transfers of retirement assets, you’ll be armed with the knowledge necessary to better serve your clients and their heirs. This interactive seminar will provide you with advanced legacy beneficiary, estate and legacy strategies. 

KEY TOPICS DISCUSSED

  • Elimination of the ‘stretch” IRA
  • New post-death beneficiary payout rules
  • Naming a trust beneficiary
  • IRA-splitting
  • Disclaiming an inheritance
  • Advisor Action Steps
  • Using this knowledge to gain and retain assets
  • Your questions!

CE CREDITS

  • IMCA
  • CFP
  • PACE

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