Qualified Retirement Plan and IRAs - What You Can and Can't Do, Hosted by TrustBank

Tuesday, November 15, 12:50pm - 2:30pm (EST)

Time shown in-04:00 America, New York

Many of our clients have sizable accumulations in qualified retirement plans and IRAs. This is yet another unique type of asset that presents potential opportunities and difficulties in the estate planning context. The ultimate beneficial objective is to maintain as much of the plan or IRA intact for as long as possible – in order to maximize income tax-deferred investment return – while preserving as much dispositive flexibility as possible. This quest is often elusive. We will address in this teleconference the following critical components of this estate planning subspecialty:

• Using See-Through Trusts and Conduit Trusts Within SECURE Act Parameters
• Taking Maximum Advantage of Special Rules Available Only to a Spouse
• Avoiding Penalties Applicable to Qualified Plans and IRAs
• Overview of Prohibited Transactions

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Add to Calendar 2022/11/15 10:50:00 2022/11/15 12:30:00 America/Phoenix Qualified Retirement Plan and IRAs - What You Can and Can't Do, Hosted by TrustBank Many of our clients have sizable accumulations in qualified retirement plans and IRAs. This is yet another unique type of asset that presents potential opportunities and difficulties in the estate planning context. The ultimate beneficial objective is to maintain as much of the plan or IRA intact for as long as possible – in order to maximize income tax-deferred investment return – while preserving as much dispositive flexibility as possible. This quest is often elusive. We will address in this teleconference the following critical components of this estate planning subspecialty:

• Using See-Through Trusts and Conduit Trusts Within SECURE Act Parameters
• Taking Maximum Advantage of Special Rules Available Only to a Spouse
• Avoiding Penalties Applicable to Qualified Plans and IRAs
• Overview of Prohibited Transactions https://tbaz.zoom.us/j/89893625461 false MM/DD/YYYY 30 OPAQUE andZwRLfozaOAjQXgmBg80317

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https://tbaz.zoom.us/j/89893625461

TrustBank, angela.chavira@tbaz.com

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