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Lunch & Learn: Paying Retirement Benefits To Trusts Images/NAELANews/NAELANewsOnlineRev.jpg
Start Date:
Tuesday, October 16, 2018
End Date:
Tuesday, October 16, 2018
Event Details: Free to Members
Presenter: Mark D. Munson, CELA
This webinar is based on Mark Munson’s NAELA News Online article, “Paying Retirement Benefits to Trusts.” READ HERE
Description: Conventional wisdom strongly suggests that paying retirement benefits, such as 401(k)s, 403(b)s, traditional individual retirement accounts (IRAs), and Roth IRAs, to a trust is a bad idea because it accelerates the payout period from a retirement benefit to an entity with compressed income tax brackets, both of which produce equally bad results for income tax purposes. Consequently, owners of retirement benefits are routinely advised to designate spouses, children, relatives, and other individuals as beneficiaries of retirement benefits. The advice is simple, straightforward, and inexpensive
Questions About This Event? Please Contact: Dannie Larkin or 703-942-5711 Ext. 229
Important Information: Confirmation email: A link for getting access to GoToWebinar will be sent after you have registered for this event. There is no CLE being offered for this program.
Mark D. Munson, CELA, CAP
Shepherd Elder Law Group, LLC

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