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