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Employee Benefit Plans 2016


80 - Estate Planning & Your Retirement Planning


May 12, 2016 11:10am ‐ May 12, 2016 12:25pm

Standard: $49.00

Description

The other side of the coin: The qualified plan has been funded — now it is time to make sure your retirement account works for you and your heirs. Attendees will:
• Understand the beneficiary designation form and how it impacts your estate
• Review income and estate tax implications during life and after death
• Learn how to integrate retirement assets with the overall retirement and estate plan
• Understand how Roth conversions, Roth 401(k)s and Roth IRAs impact planning

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