CE 159 Naming Trusts as IRA Beneficiaries (Part One)
$205.00
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This course is the first of two courses on naming trusts as IRA beneficiaries. In this course, students engage with the basic IRA trust planning concepts, including knowing how to explain options to clients to determine the necessity of an IRA trust, how to set it up, and communicate with the beneficiary after the IRA owners death.
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