IRA Trusts (On-Demand)

General Credits:
Original Date Of Course:



Course Description

On December 20, 2019, the SECURE Act was signed into law. During this presentation, you will learn the rules that apply and the different types of inheritors and beneficiaries. Mr. DePinto will also discuss the rules related to leaving IRA’s to trusts.


  1. SECURE Act
  2. Limited Early Withdrawals
  3. Killing the “Stretch” Through the Ten Year Rule
  4. When the 10-Year Rule Applies
  5. IRA Inheritors
  6. Eligible Designated Beneficiaries (EDBs)
  7. Required Minimum Distributions (RMDs)
  8. How to Calculate RMDs
  9. Tax Reporting
  10. Types of IRA Trusts
  11. Ensuring Protection Through Structure


David DePinto, Esq.

Credit Details

Course Type

Course Instructor

David DePinto, Esq.

Original Date Of Course

General Credits