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ENGAGE 2020


EPL2004 - Dealing with Retirement Accounts in an Elder Planning Engagement


Jun 8, 2020 1:30pm ‐ Jun 8, 2020 2:45pm

Description

A review of the tax and non-tax issues relevant to retirement accounts, including IRAs, in planning with your older clients with a focus on the tax issues with account distributions and the impact of those distributions on needs-based government benefits such as Medicaid.

Learning Objectives:
  • Discuss the tax rules related to retirement plans, including Traditional and ROTH IRAs, and plan distributions emphasizing the new required minimum distribution rules under the SECURE Act.
  • Review planning alternatives for retirement plan distributions during the plan participant’s life in light of financial and long term care needs including Medicaid qualification
  • Review planning alternatives for retirement plan distributions at the plan participant’s death in light of financial and long term care planning needs of plan beneficiary(ies).

Speaker(s):

Tags: EPL

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