Retirement accounts often constitute a significant portion of a client’s estate, representing years of hard work, savings, and savvy investing in a tax-deferred investment portfolio. For many clients the balances in their retirement accounts will be among the most valuable assets in the legacy they leave for beneficiaries. In June of 2014, the U.S. Supreme Court made it clear that inherited IRAs are not protected from creditors’ claims. More than ever before it is essential to understand the interplay between retirement accounts and proactive strategies to safeguard IRAs as they pass into the hands of beneficiaries, and to maximize long term income tax deferred growth.
By participating in this workshop, you will learn how to coordinate your IRAs and Retirement Plans with a comprehensive estate plan including: