Disposition of Qualified Plans and IRAs
Tuesday, May. 23, 2017
8:00 AM - 9:00 AM
Allentown Office of Gross McGinley, LLP
33 S Seventh St
Allentown, PA 18105
Event Type: Seminar
Industry: Professional Services
We invite Lehigh Valley accountants and financial planners to join us for this 1.0 CPE credit seminar.
The majority of adults who are investing for their retirement are now using qualified plans as well as pre– and post-tax IRA accounts. Baby Boomers are expected to transfer some $30 trillion in assets to their heirs over the next 30 to 40 years and their largest financial holdings are located in 401(K) plans. These types of accounts require particular estate planning considerations and can present unique problems in the estate planning and administration process.
During this one-hour credited seminar, we will take an in-depth look at retirement accounts and the “red flags” that could pose particular challenges for your clients. Discussion will include taking maximum advantages for spouses as well as using see-through trusts and conduit trusts for minor and/or disabled beneficiaries. Example scenarios will offer a real-world look at how qualified plans and IRAs are handled in the estate planning/administration process.
We are offering this seminar free of charge. However, space is limited. Please register by Friday, May 12th.
This event is FREE to attend
Phone: (610) 820-5450