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Introductory remarks. Trust as Designated Beneficiary – Planning Issues (49 mins.)

Pecuniary Bequests and IRD; Lifetime Rollovers; Special Rollover Options Available to Spouses (41 mins.)

Original Date(s): May 14, 2008
Segment Runtime: 01:29:57
Speakers: Virginia Coleman, Lawrence W. Heben, Marcia Chadwick Holt, Kathleen R. Sherby

The audio file contains the following coursebook chapters and/or handouts:

Chapter: Preserving the 'Designated Beneficiary' If a Trust is Named as Beneficiary of a Qualified Plan or IRA

Chapter: Lifetime Rollovers

More Information: Introductory remarks. Trust as 
Designated Beneficiary – Planning Issues
(49 mins.)<br><br>Pecuniary Bequests and IRD; Lifetime Rollovers; Special Rollover Options Available to Spouses (41 mins.)Course Brochure Preview Preview Add to Cart Buy MP3  $119.00


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