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DTSTART:20191002T210000Z
DTEND:20191003T000000Z
LOCATION:City Club of Washington | 555 13th Street, NW, Concourse Level, Washington, DC 20004
UID:1802420191002T210000ZTrusts as Beneficiaries of IRAs | City Club | 5 - 8 pm
DTSTAMP:20260423T171034Z
DESCRIPTION:\nProgram Description and Benefits: \nAs the use of trusts in estate planning becomes increasingly popular for both tax and non-tax reasons, and clients continue to accumulate more and more assets in retirement accounts, the use of trusts as beneficiaries of IRAs is increasing desirable and necessary. Unfortunately, though, the rules pertaining to IRAs payable to a trust after death are complex and challenging. In this session, we will explore the unique requirements for IRAs to preserve and maximize their tax deferral after death when a trust is the beneficiary, with details about the rules for trusts to qualify for the IRA’s post-death tax deferral “stretch,” how to calculate the actual post-death required minimum distributions for the trust, and examples of specific wording from sample trusts.\n \nThis program counts toward the two-meeting requirements for prospective members that wish to apply for the October 4, 2019 deadline.\n \nSpeaker Biography: \nMichael Kitces is a Partner and the Director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $2.0 billion of client assets. In addition, he is a co-founder of the [XY Planning Network](http://www.xyplanningnetwork.com/), [AdvicePay](https://advicepay.com/), and [New Planner Recruiting](http://www.newplannerrecruiting.com/), the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of [the popular financial planning industry blog Nerd’s Eye View](https://www.kitces.com/blog/) through his website [Kitces.com](http://www.kitces.com/), dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.\n \n \n \nLogistics:\n Open bar and heavy hors d’oeuvres will follow the program Fees: No cost for active members; $65 for guests and emeritus members Guests warmly welcome when accompanied by a member Via Metro: Metro Center stop Via Car: Parking is available in the building. Enter Columbia Square garage from 12th Street between E and F Streets. Discounted parking after 5 p.m. No-Show Policy: Members who reserve, but do not attend, will be billed $65. \n \n
SUMMARY:Trusts as Beneficiaries of IRAs | City Club | 5 - 8 pm - Washington, D.C. Estate Planning Council 
PRIORITY:3
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