• On-Demand Video

IRA Basics 2024

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On-Demand Video

---------- CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Subscribers Pay: $0.00


IRA Basics is the perfect program for attorneys who are just starting out in the area of IRAs or for those who simply need a refresher.

Discussion of lifetime changes, as well as changes after death, will include the following:

  • Types of IRAs
  • New Required Beginning Dates
  • Roth Conversions
  • LTC Concerns
  • Intro to the SECURE Act
  • Distribution Rules
  • Types of Beneficiaries
  • Trusts
  • Panel Discussion:  Hypotheticals

Recorded in April 2024.

Practice Areas


Thomas O. Hiscott Esq. Heckscher Teillon Terrill & Sager PC
Lance Scott Lacheen
Samantha K. Wolfe Esq., LLM Law Offices of Samantha K. Wolfe LLC
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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