First American

Qualified Retirement Plans and IRAs – What You Can and Can’t Do

Attend a CE course that covers the potential opportunities and challenges regarding estate planning. An objective to effectively managing a qualified retirement plan or IRA's is to maintain much of the plan for the longest duration to achieve a maximum income tax-deferred return; all while aiming to preserve a high level of dispositive flexibility. The topics to be covered in the below course include:

  • Using See-Through Trusts and Conduit Trusts Within SECURE Act Parameters
  • Taking Maximum Advantage of Special Rules Available Only to a Spouse
  • Avoiding Penalties Applicable to Qualified Plans and IRAs
  • Overview of Prohibited Transactions

Earn your continuing education credits for attorneys (MCLE) and/or CPAs (CPE) with us. Hope you can join us on Tuesday, November 15th at 10 am PST for our qualified retirement plans and IRA course.

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CA MCLE CREDIT: 1.5 hours
CA CPE CREDIT (CPAs): 1.5 hours