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This course is the second of two courses on naming trusts as IRA beneficiaries. Students differentiate conduit vs. accumulation trusts, examine how to determine RMDs when a trust is the IRA beneficiary, and how to avoid the major IRA trust mistakes that your peers constantly make. In addition, the SECURE Act effect on IRA trusts will be reinforced with practical examples.

​Learning Objectives:

Upon successful completion of this course, you will confidently be able to:

• Implement IRA trust planning that incorporates the effects of the SECURE Act,
• Identify and avoid major IRA trust mistakes, and
• Utilize a 10-point IRA trust checklist with clients.

Course Syllabus

To begin, click on Course Material below. As you move through the lessons, make sure to mark each lesson complete, and then click Next Lesson at the bottom of each page. Once you complete the entire course, the progress bar will show 100%.