In the Salt Mines With Qualified Retirement Plans and IRA's
Date: Tuesday, September 16, 2014
Time: 11:30 - 1:00pm
Location: Minnehaha Country Club
Speaker: Cannon Teleconference
IN THE SALT MINES WITH QUALIFIED RETIREMENT PLANS AND IRA'S
Although this is an area in which our expertise is regularly in demand, with dense regulations and a myriad of confusing IRS rulings, that expertise can be a challenge to provide. Thus, continuing to enhance our knowledge regarding qualified plans and IRAs is incumbent upon all of us. We will closely examine the following topics during this teleconference:
- See-through trusts and conduit trusts -- not the same thing!
- Spousal and non-spousal IRA rollovers
- The latest developments in creditor protection for inherited IRAs
- Prohibited transactions
