IRA Beneficiary

Estate Planning > Presentation Topics > IRA Beneficiary

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  1. Who Should Be Beneficiary of Your IRA (Title Slide)
  2. What You Will Learn
  3. What Are Tax-Deferred Plans?
  4. Save For Your Retirement, But...
  5. Required Beginning Date
  6. Required Minimum Distribution
  7. Required Minimum Distribution (Formula)
  8. Required Minimum Distribution (Example)
  9. Uniform Table
  10. Does My Beneficiary Affect Distributions?
  11. Benefit of Young Beneficiary
  12. (If You Die With) No Beneficiary
  13. 5 Beneficiary Options
  14. Option 1: Spouse as Beneficiary
  15. Spousal Rollover Option
  16. Disadvantages
  17. Options 2: Children, Others as Beneficiary
  18. Disadvantages
  19. Option 3: Trust as Beneficiary
  20. Trust Flowchart
  21. Trust Requirements
  22. Disadvantages
  23. Option 4: Charity as Beneficiary
  24. Disadvantages
  25. Option 5: Some or All as Beneficiary
  26. Individual Estate Tax Exemption
  27. Determining Your Net Estate
  28. Leaving Everything to Your Spouse (Marital Deduction)
  29. Leaving Everything to Your Spouse (Taxes at Second Death)
  30. Problems with Leaving Everything to Your Spouse
  31. Creating Separate Estates Saves Taxes
  32. Benefits of Using Trusts
  33. Plan That Either Spouse Could Die First
  34. Other Ways to Reduce Estate Taxes
  35. Benefits of a Roth IRA
  36. Roth IRA Conversions in 2010
  37. Can You Make Contributions to a Roth IRA?
  38. Jump Start Your Children's (Grandchildren's) Retirement Fund
  39. 5-Step Action Plan
  40. Estate Plan Components (Conclusion)
  41. Successful Estate Plan
 

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