Planning Under SECURE 2.0 Act of 2022 and 2024 Final Regulations

This webinar will cover estate planning for IRAs—RMDs, beneficiary rules, trust types, spousal options, and penalty avoidance.

Prairie Trust™ invites you to a complimentary luncheon webinar: Qualified Retirement Plans and IRAs - Planning Under SECURE 2.0 Act of 2022 and 2024 Final Regulations

Many of our clients have sizable accumulations in qualified retirement plans and IRAs. This is a unique type of asset that presents potential opportunities and difficulties in the estate planning context. The ultimate beneficial objective is to maintain as much of the plan or IRA intact for as long as possible – in order to maximize income tax-deferred investment return – while preserving as much dispositive flexibility as possible. This quest is often elusive. We will address in this webinar the following critical components of this estate planning subspecialty:

• Determining required beginning date, required minimum distributions and designated beneficiaries
• Features of conduit trusts, accumulation trusts and applicable multi-beneficiary trusts
• Powers of appointment and trust modifications (or potential for trust modifications)
• Taking maximum advantage of special rules available only to an employee/participant’s spouse
• Avoiding penalties applicable to qualified plans and IRAs

Speakers (via webinar):

Charles A. Redd; Stinson LLP

Turney P. Berry; Wyatt, Tarrant & Combs LLP

To reserve your seat, please RSVP by Friday, November 13, 2026.

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Continuing Education:

CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available.