Scrutinize the contribution and rollover rules and normal distribution rules with an experienced faculty of attorneys and tax experts. Learn the rules governing pre-retirement and post-retirement distributions, as well as various forms of trust used for distributions.
Evaluate the tax consequences and planning ideas for retirement assets
Learn the importance of beneficiary designations. Using real world hypotheticals, consider various planning ideas, including disclaimer trust, credit shelter trust and portability. Commercial and employer plan annuities will be discussed throughout the program.
Assess the use of Roth IRAs
Review the lifetime contribution rules for Roth IRAs and conversions. Discuss distributions during lifetime and after death and planning with trusts.
Course Planner: Thomas O. Hiscott, Esq.
4 Total CLE credits (No Ethics)
Dates & Locations
Please note: Check-in begins 30 minutes prior to every event.
Northampton County Bar Association
155 South Ninth Street, Easton, PA