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ENGAGE 2017


EST1712 - Retirement Accounts in First and Second Marriages: The Fun Begins


Jun 14, 2017 9:35am ‐ Jun 14, 2017 10:25am

Standard: $49.00

Description

Whereas the legal rights of one spouse to the assets in the other spouse’s 401(k) plan are governed by federal law, those rights are usually governed by state law for assets in IRAs. Learn the different rules governing assets held in different types of retirement accounts and the planning implications. The session will then examine strategies that provide the greatest financial and tax benefits for a married couple, and the added challenges and planning strategies for people in second marriages.

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Tags: EST

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