As your clients approach retirement age, they want the latest advice on how to maximize the benefits of their IRA accounts and minimize their tax consequences. That’s where Guy Matthews comes in! This experienced estate planning attorney, financial planner and life insurance underwriter, will pack this 3-hour seminar with clear, concise information and show you how to plan for the distribution of IRAs. He’ll zero in on specific IRA exit options and give you a wealth of knowledge for devising successful retirement plans. Register today and you’ll find out why Guy Matthews receives rave reviews when he speaks.
7 planning tools you’ll pick up
How to put your smart retirement plan into place today
Ways to plan for the distribution of IRAs and other retirement accounts
Strategies for maximizing growth and tax deferral
How to minimize taxes
What options to consider for contributions and distributions during lifetime and at death
When to plan a Roth IRA conversion
How Special Needs Trusts fit into an IRA exit strategy
Attend this “super-packed” seminar and you’ll…
Learn how to coordinate retirement benefits to maximize tax benefits
Understand when and why to make Roth IRA conversions
Learn why beneficiary designations matter so much – and find out what happens when no beneficiaries are designated
Gain insights into when IRA rollovers are a good idea and when they are not
Pick up tips on how to incorporate Special Needs Trusts
Credit Information
3 Total CLE credits (No Ethics)
Dates & Locations
Please note: Check-in begins 30 minutes prior to every event.
Location
Start Time
End Time
The CLE Conference Center
Wanamaker Bldg (now Macy's), 10th Floor, Ste. 1010, Philadelphia, PA
