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Who should attend IRA And Retirement Planning In New York: Strategies For Transferring And Preserving Wealth
This seminar is designed for CPAs, attorneys, financial planners, consultants and financial advisors
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IRA And Retirement Planning In New York: Strategies For Transferring And Preserving Wealth  

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This seminar is designed for CPAs, attorneys, financial planners, consultants and financial advisors

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Seminar Summary:

This seminar will provide in-depth, timely insights and information about various types of plans, distribution rules, selecting a beneficiary, and more. (see full course description)

 
 

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print the agenda print agenda for the IRA And Retirement Planning In New York: Strategies For Transferring And Preserving Wealth seminar

 

 

Training Course Syllabus:


This seminar is designed for CPAs, attorneys, financial planners, consultants and financial advisors.

Qualified Retirement Plans And IRAs can be one of the very best assets to own and pass on to heirs or be a nightmare of taxes eating up what clients have worked hard to accumulate. This seminar will provide in-depth, timely insights and information about:

• Overview Of Various Types Of Plans

• Distribution Rules

• Selecting A Beneficiary

• Taxation Of Qualified Plans

• The Impact Of The New Tax Law On Retirement Planning

8:30 a.m. - 9:15 a.m.

I. Overview Of Retirement Plans

And Benefits

A. Qualified Retirement Plans

B. IRAs

C. SEPs

D. KEOGHs

9:15 a.m. - 10:15 a.m.

II. Distributing Retirement Plan

Assets: The Distribution Rules

A. Overview Of The New Distribution Rules

B. Required Beginning Date (RBD)

C. Minimum Required Distributions (MRD)

D. Death Before Or After The Required Beginning Date

E. The Five-Year Distribution Rule

10:15 a.m. - 10:25 a.m.

Break

10:25 a.m. - 11:45 a.m.

III. Selecting The Designated

Beneficiary – Planning

Opportunities

A. The Spouse As Beneficiary

B. Other Individual Beneficiaries

C. Trusts As Beneficiaries

D. The Estate As Beneficiary

E. Charitable Beneficiaries

11:45 a.m. - 12:00 p.m.

IV. Questions And Discussion

12:00 p.m. - 1:00 p.m.

Lunch (On Your Own)

1:00 p.m. - 2:30 p.m.

V. Advanced Planning For Retirement

Plan Assets: Navigating The

Distribution Rules (Continued)

A. Introduction

B. Marital Matters

1. Advantages Of Leaving Benefits To The Surviving Spouse

2. Spousal Rollovers

3. The Spouse And 401(a)(9)

4. Marital Deduction For Benefits Payable To A QTIP Trust

5. Income Tax Disadvantages When A QTIP Trust Is Used

6. Simultaneous Death Clauses

7. Summary

C. Disclaimers Of Retirement Plan Assets

1. Introduction

2. Disclaimers In Post- Mortem Planning

3. Planning In Anticipation Of Disclaimers

4. Disclaimers And The Plan Administrator

5. Surviving Spouse’s Ability To Disclaim

6. Are Disclaimers Effective To Change The “Designated Beneficiary”?

7. Summary

D. Distributions Before Age 59 1/2

1. Introduction To 72(t)

2. A Series Of Substantially Equal Payments

3. The Other Eleven Exceptions

4. Summary

2:30 p.m. - 2:40 p.m.

Break

2:40 p.m. - 3:10 p.m.

VI. Roth IRAs And Planning

Opportunities

3:10 p.m. - 3:40 p.m.

VII. Estate Taxation Of Qualified

Plans And IRAs

A. Income In Respect Of A Decedent Issues

B. Income Tax Deduction For Estate Taxes Paid On IRA

3:40 p.m. - 4:15 p.m.

VIII. Recent Legislation And

Regulations

4:15 p.m. - 4:30 p.m.

IX. Questions And Discussion

Seminar Summary:

This seminar will provide in-depth, timely insights and information about various types of plans, distribution rules, selecting a beneficiary, and more. (see full course description)

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