Training
Provided by Lorman Education Services
BenefitsThis teleconference is specially designed for those who advise their clients on
IRA and qualified plan distributions. This program will focus on the required minimum distribution rules and how one can have an IRA payable to a trust and still have it qualify as a designated beneficiary. This teleconference can help you spot and avoid some of the common mistakes taxpayers make with their
IRAs and inherited IRAs.
Attorneys, financial and estate planners, accountants, presidents, vice presidents, finance directors, controllers, insurance professionals and
CFOs
Related Awards, Degrees or Certifications: ,CFP ,CLE (Please check the Detailed Credit Information page for states that have already been approved) ,CPE ,Additional credit
| This is primarily teleseminar training |  | This class may be available at a classroom in Milwaukee, WI,
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 | Contact Lorman Education Services for more information |
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| Duration: | 1 days | | Training Presented in: | English |
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