I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans. Denise Appleby
Program Name: Appleby’s Guide to Avoiding Tax Traps for Beneficiary Distributions from IRAs and Employer Sponsored Retirement Plans
The primary reason for saving in an IRA or employer plan account is tax deferral of earnings. Beneficiaries can continue to enjoy this benefit, within certain limitations. In order to do so, beneficiaries must understand the distribution options that are available to them and make sure that any election made or transaction processed does not result in unintended distributions, which would lead to loss of tax-deferral and other tax saving opportunities.
Tax professionals can provide retirement account owners and beneficiaries with the guidance needed to ensure the protection of available benefits.
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