|
|
|
Please click event title for more information
|
| Sophisticated Planning and Drafting for IRA & Qualified Plan Distributions – Day One |
| Date: |
Monday May 14, 2012 |
| Time: |
7:30am |
| Duration: |
09:00 |
| Location: |
Green Bay, WI |
| Type: |
Live Seminar |
| Coordinator: |
Emily Rosenberg |
| Description: |
This two day seminar provides extensive coverage regarding planning with retirement accounts including: Estate planning for IRAs with a $5,000,000 exemption, the Pension Protection Act, the IRA Regulations, pre-retirement issues, required beginning date issues, the inherited IRA, the minimum distribution rules, spousal rollovers, QTIPing an IRA, charitable bequest planning, beneficiary designation planning, retirement plans payable to trusts, Roth IRA issues, distribution of employer securities, insurance strategies and new, innovative planning strategies. |
| Information: |
|
|
|
|
|
|
|
|
|
|