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The economic boom of the 1990`s created unprecedented personal wealth in America -- nearly $33 trillion. For many individuals, retirement benefits represent a significant portion of their wealth. When considering how to plan for retirement assets there are important tax considerations and non-tax considerations. Our instructor discusses some of these issues, including minimum distribution rules; income tax treatment of distributed benefits; naming a trust as beneficiary; federal penalty tax in Section 4974(a); federal spousal rights in Qualified Retirement Plans; charitable gifting of retirement benefits; and tools for protecting benefits from creditors, such as conduit trusts and accumulation trusts.
This course was recorded in March 2011 at PBI`s seminar on Advanced Issues in Estate Planning. This comprehensive, in-depth program is a must attend for any experienced estate planner. Other sessions from the program are available at PBI`s Online Campus.
Course Outline (Slides in Note-Taking Format) (13 Pages, 52 KB)
Written Materials (37 Pages, 445 KB)
Important Notice Affecting Many of PBIs Online Ethics Courses (Revised November 2013)
(5 Pages, 29 KB)
"This program was a very helpful introduction to handling your client's retirement assets in an estate plan. The speaker went over core concepts that I found easy to assimilate into my knowledge of wills and trusts." (Delran, NJ)
"Excellent overview of treatment and questions to be considered regarding 401K and IRA assets in estate planning for your client." (Newtown, PA)
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