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Inherited IRA Withdrawals in 2026: Avoid Costly OBBBA Tax Mistakes
Inheriting an IRA comes with its own tax nuances not only for individual beneficiaries but also for estates or trusts claiming an IRA after the death of the owner. When clients make mistakes or circumstances change, practitioners can help their clients by identifying ways to administer or transfer inherited retirement accounts after the death of the original owner. In this course we will review the inherited retirement account rules as modified by the Secure Act and identify methods of administering or transferring retirement accounts after death to minimize income tax and meet client goals.
Topics Covered:
Describe the distribution options for inherited retirement accounts for individual beneficiaries, estates, and trusts
Understand the methods for administering a retirement account as an asset of a trust
Identify opportunities to distribute income to charitable beneficiaries
Analyze an estate or trust’s ability to distribute a retirement account to charitable and individual beneficiaries
Recommend ideal transfer methods for retirement accounts to minimize administration complexity and income taxes
Credits and Other information:
Recommended CPE credit – 2.0
Recommended field of study – Taxes
Session Prerequisites and preparation: None
Session learning level: Basic
Location: Virtual/Online
Delivery method: Group Internet Based
Attendance Requirement: Yes
Session Duration: 2 Hours
Case Studies and Live Q&A session with speaker
Who Should Attend:
CPA
Enrolled Agents (EAs)
Tax Professionals
Attorneys
Other Tax Preparers
Finance professionals
Financial planners
Topics Covered:
Describe the distribution options for inherited retirement accounts for individual beneficiaries, estates, and trusts
Understand the methods for administering a retirement account as an asset of a trust
Identify opportunities to distribute income to charitable beneficiaries
Analyze an estate or trust’s ability to distribute a retirement account to charitable and individual beneficiaries
Recommend ideal transfer methods for retirement accounts to minimize administration complexity and income taxes
Who Should Attend:
CPA
Enrolled Agents (EAs)
Tax Professionals
Attorneys
Other Tax Preparers
Finance professionals
Financial planners
LIVE means you can attend the class in real time on the scheduled date and time.
The link to join the class will be shared with you 30 minutes to 1 hour before the class begins.
On-Demand means you can watch the recorded class at your convenience.
The link to access the class will be shared 48 hours after the commencement date of the live class.
You can let us know your preferred date to receive the link.
Note: Once the link is shared, you can access the class for three (3) days.
Web Download allows you to download the class recording for offline viewing.
The download link will be shared with you within 48 working hours after the commencement of the class.
An e-Transcript is a written text version of the entire class session.
It is useful for note-taking, revision, and quick reference.
The e-Transcript download link will be shared within 48 working hours after the commencement of the class.
This option includes: