Learn Retirement Assets from the Master
Natalie B. Choate, the country’s foremost expert, returns to Michigan and covers critical changes from the Trump administration that impact retirement asset planning. Learn the minimum distribution rules, the key to maximizing the value of your clients’ retirement benefits, and how to integrate retirement benefits into the typical estate plan. Using case studies, this presentation answers your key questions, explaining what you can and can’t do—and the gray areas in-between.
Benefits of Attending:
- Apply minimum distribution rules to retirement benefits payable to trusts
- Tackle inherited plans from title and transfer to cleanup strategies
- Fix IRA mistakes, including bungled rollovers, penalties, and disqualification
- Help older clients manage RMDs and avoid penalties