Upcoming presentation: Drafting IRA Trusts (June 20)

Estate Planning, Self Directed IRA, Tax, ,

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Just a quick “FYI” that I will be one of several speakers at an upcoming National Business Institute (NBI) seminar entitled “Drafting IRA Trusts“.  The seminar will be conducted at the Washington State Convention Center on Monday, June 20, 2016, from 9:00am-4:30pm PST.  An outline of my portion of the seminar is below:

Using Self-Directed IRAs to Invest Into Non-Traditional Investments

2:30 – 3:30pm, Warren L. Baker

  1. Introduction to Self-Directed IRAs/Specialized IRA Custodians
  2. IRA vs. IRA-Owned LLC
  3. Legal and Tax Restrictions (Know Before You Go!)
  4. RMD Complications (during Life and Post-Death)
  5. Estate Planning Considerations
    • Post-Death Oversight of “Strange” Assets
    • Roth IRAs and Good/Traditional IRAs Bad
    • Benefits of Naming an IRA Trust as Beneficiary