{"product_id":"102763","title":"Retirement Accounts, Trusts, and the SECURE Acts","description":"\u003cp\u003eRetirement accounts are often the single largest asset in a client's estate, yet they're frequently treated as an afterthought in the planning process: handled with a quick beneficiary form rather than the deliberate drafting they require. Mishandled IRAs and 401(k)s can trigger accelerated income tax, disqualify intended trust structures, and undo months of careful estate planning work. This program gives you a practical, end-to-end framework for incorporating retirement accounts into your clients' estate plans, from choosing the right beneficiary designations to drafting trusts that hold up to IRS scrutiny, including the current rules under the SECURE Act and SECURE 2.0. Walk away with a repeatable approach for retirement account planning you can apply across your practice. Register today!\u003c\/p\u003e\r\n\r\n\u003cul\u003e\r\n\t\u003cli\u003eLearn a practical framework for incorporating retirement accounts into the broader estate plan.\u003c\/li\u003e\r\n\t\u003cli\u003eUnderstand the tax treatment of traditional and Roth retirement accounts at death.\u003c\/li\u003e\r\n\t\u003cli\u003eGet a clear comparison of beneficiary designation options and when to use each.\u003c\/li\u003e\r\n\t\u003cli\u003eLearn how to properly draft trusts as retirement account beneficiaries.\u003c\/li\u003e\r\n\t\u003cli\u003eUnderstand current SECURE Act rules and how they factor into distribution planning.\u003c\/li\u003e\r\n\t\u003cli\u003eApply practical strategies for tax-efficient retirement account distribution and wealth transfer.\u003c\/li\u003e\r\n\u003c\/ul\u003e","brand":"NBI","offers":[{"title":"Live Webinar Registration","offer_id":64666347635057,"sku":"102763ER","price":389.0,"currency_code":"USD","in_stock":true},{"title":"OnDemand Video","offer_id":64666347667825,"sku":"102763SVDM","price":389.0,"currency_code":"USD","in_stock":true},{"title":"Course Book (PDF Download)","offer_id":64666347700593,"sku":"102763DM","price":99.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0692\/5998\/5214\/files\/CK-3923_510x370_Block.png?v=1790439156","url":"https:\/\/nbi-sems.com\/products\/102763","provider":"NBI","version":"1.0","type":"link"}