Overview

Rachel Moran and Brent Zackon discuss changes in the distribution of IRAs inherited by non-spouse beneficiaries following the SECURE Act and present a case study designed to demonstrate the impact of utilizing Roth Conversions to increase a beneficiaries’ post-tax inheritance. Watch this webinar if you’re interested in learning about the following:

  • The impact of the SECURE Act on distributions from inherited IRAs
  • How a beneficiary’s tax rate effects their net inheritance
  • How the SECURE Act condenses taxation of the IRA and decreases the beneficiary’s net inheritance
  • How Roth conversions can help offset the loss of the Stretch IRA and encourage generational wealth transfer
  • Considerations in implementing Roth conversions
  • Who is best suited for pursuing generational wealth transfer

Transcript

 

Stay tuned…