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On-Demand

ON DEMAND: Estate Planning Tax Series: Estate Planning with Retirement Assets: Golden Years Planning to a Tax-Efficient Legacy


Course Number: C1621EP02O
Original Program Date: March 16, 2021
Duration: 1 hour 8 minutes
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Category: Communities, Taxation
Category: Communities, Taxation (show less)
Credit: 0 Credit Hours

This program will address various aspects of estate planning with retirement assets, including investments made through qualified plans, such as an employer-provided 401(k) or an IRA, and non-qualified plans, such as non-qualified annuities. Special attention will be paid to the impact of the SECURE Act on these assets and the income tax impacts of utilizing retirement assets for trust planning.

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Sponsored by: Estate Planning Committee of the D.C. Bar Taxation Community

Speakers:
  • Jennifer Birchfield Goode, Founding Partner, Birchstone Moore LLC
Your PriceStandard
Non-Member$60.00
D.C. Bar Member$40.00
D.C. Bar Premium Community Member$0.00
Law Student Community$15.00
Taxation$20.00
Government AttorneyStandard
Non-Member$20.00
Non Profit AttorneyStandard
Non-Member$20.00

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