Leave Assets Wisely - Inherit Assets Wisely
Retirement distribution and estate planning for families with IRA's, 401(k)'s and other retirement plan assets.
The New Estate Planning Paradigm
Traditional estate planning is based on avoiding estate taxes. Outdated planning does not address the income tax aspect of transferring retirement plan assets. Passive estate planning puts more money in the pocket of the IRS when transferring retirement plan assets. Active planning keeps more of the inherited assets in your family. Attend this class to familiarize yourself with strategies aimed at minimizing the amount of tax incurred
on wealth transfers.
Active vs. Passive Traditional estate planning required little action by the heirs. Today, action by the heirs is required to avoid unfair tax on inherited retirement plans.
Investment Management
• Individual, TOD Joint and others
• 401k rollover (post or in-service rollover)
• IRA accumulation
• IRA income distribution
• Trust management
• 401k, pensions, company stock and retirement plans