Getting Back to the Basics – Planning for Retirement after the Tax Cuts and Jobs Act
9:40 AM - 10:55 AM
The uses of IRA (Retirement) Trust Planning after the Tax Cuts and Jobs Act of 2018. The Tax Cuts and Jobs Act of 2018 has made massive changes to the type of estate planning we do. However, since only the Estate Tax has been decreased, other planning opportunities have presented themselves. The class describes the uses of IRA Trusts in 2018 and beyond. We will discuss, how an IRA Trust works, Beneficiary designations, Powers of Attorney as well as creative ways to use IRA trusts with spouses, family members, Pre-Marital Agreements and, most importantly, asset protection.