This session will cover several important decision points concerning IRAs that most IRA owners will encounter so you can answer their questions. These will include beneficiary designations, IRA owner’s disability, investment of IRA assets in nonmarketable assets, and administering IRAs after the owner’s death.
Originally presented as part of the
Estate Planning Boot Camp.
Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Expiration Date-12/01/2026
This session will cover several important decision points concerning IRAs that most IRA owners will encounter so you can answer their questions. These will include beneficiary designations, IRA owner’s disability, investment of IRA assets in nonmarketable assets, and administering IRAs after the owner’s death.
Barry Kozak, Law Offices of Barry Kozak, Chicago
