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Live Webcast Replay

The Death of the Stretch IRAs


Total Credits: 1 including 1 Taxes - Technical

Average Rating:
   4.6
Category:
Partner Produced |  Industry |  Tax
Faculty:
Leon C. LaBrecque, CPA, JD, CFA, CFP
Course Levels:
Intermediate
Duration:
1 Hour
License:
Access for 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

Formerly a go-to strategy for estate planning, the “stretch” IRA met its end in late 2019 when the SECURE Act mandated that any inherited IRAs must be emptied within a ten-year period. For you or your clients searching for alternatives, consider options including Roth IRAs, Charitable Remainder UNITrusts (CRUT), traditional trusts, and how life insurance can benefit heirs over time. Contemplate Section 1035 of the Internal Revenue Code to enact the strategic exchange of non-qualified annuities to achieve a stretch and the role of beneficiary designations in planning.

Basic Course Information

Learning Objectives
  • Recognize effective strategies on IRAs after SECURE and under new proposed IRS rules

Major Subjects
  • Under the SECURE Act Stretch IRAs are 10 years
  • Roth IRA – how to plan
  • Charitable Remainder UNITrust (CRUT)
  • Trusts
  • How Life Insurance can fit in
  • Special Needs Beneficiary - Planning to litigate because it is cheaper now, isn’t the best idea
  • 1035 exchange and non-qualified annuities to achieve a stretch - Beneficiary designations

Course Materials

Faculty

Leon C. LaBrecque, CPA, JD, CFA, CFP Related seminars and products


Leon LaBrecque is the founder and CEO of LJPR. Under Leon’s 26 years of leadership, LJPR has grown to be recognized as one of the top independent investment advisers in the country.

He has a passion for sharing his vast wealth management knowledge with everyone he can. He has authored a number of corporate retirement programs for municipalities and Fortune 500 companies across the country. In 1989, Leon founded the Masters of Science in Finance program while serving as the Department Chair of Finance and Economics at Walsh College.

Leon helped start the Michigan Alpha Project, for which he personally provided $100,000 for Walsh College investment students to invest in an all-Michigan portfolio.

Leon’s passion for the outdoors is as strong as his passion for helping people make educated financial decisions. When he’s not helping clients or hashing out the next big thing in wealth management, you’ll probably find him kayaking one of our great lakes or playing with his three golden retrievers.


Dates

Mon, Jul 26, 2021 - 04:00pm to 04:59pm EDT
Tue, Aug 24, 2021 - 11:00am to 11:59am EDT
Fri, Sep 24, 2021 - 01:00pm to 01:59pm EDT
Wed, Oct 27, 2021 - 12:00pm to 12:59pm EDT
Sat, Nov 20, 2021 - 10:00am to 10:59am EST
Fri, Dec 17, 2021 - 09:00am to 09:59am EST
Thu, Jan 20, 2022 - 02:30pm to 03:29pm EST
Tue, Feb 22, 2022 - 05:00pm to 05:59pm EST
Sat, Mar 19, 2022 - 10:00am to 10:59am EDT
Wed, Apr 27, 2022 - 11:00am to 11:59am EDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For

CPAs who advise clients with legacy planning issues and IRAs

 


Yellow Book No
Course Developer MICPA
Original Recording Date 05/19/2021
Date Added to Catalog 04/22/2021

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method Live Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Reviews

5
4
3
2
1

Overall:      4.6

Total Reviews: 7

Comments

SANDRA G - GROSSE POINTE FARMS, Michigan

"Very helpful."

Paul J - Denver, Colorado

"Great course!"

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