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NAEPC Webinar: What the Estate Planner Needs to Know about Roth Retirement Plans
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Join the viewing of this NAEPC Webinar at Grassi & Co.

 Export to Your Calendar 7/18/2018
When: 7/18/2018
3:00 - 4:00 PM
Where: Grassi & Co.
488 Madison Ave
Go to the 21st floor to sign in and then proceed to 23rd floor
New York, New York  10022
United States
Contact: Lisa Rispoli, Grassi & Co
516-336-2444


Online registration is available until: 7/18/2018
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What the Estate Planner Needs to Know about Roth Retirement Plans

Natalie B. Choate, Esq., AEPĀ® (Distinguished)




What the Estate Planner Needs to Know about Roth Retirement Plans, including:

*Roth basics: Types of Roth plans, tax treatment, who can have one, how to get one

*Why Roths are a great deal for wealthy clients and some others

*Who should get a Roth plan and who should NOT

*Who to name as beneficiary of the Roth plan (and who NOT to name)

*What your wills and trusts need to say about Roth plans

*Tax free Roth conversions and other tax saving Roth tips

Natalie Choate is an estate planning lawyer with Nutter McClennen & Fish in Boston. Her practice is limited to advising individuals and fiduciaries about the tax treatment of retirement benefits. Her book f Life and Death Planning for Retirement Benefits has been called the tax professionals' "bible" on retirement plans. Natalie has lectured in all 50 states; her articles have appeared in Trusts & EstatesACTEC Journal, and other professional tax publications. Her comments on estate and retirement planning have been quoted in the Wall Street Journal, New York Times, and Forbes. 

 

Due to EPCNYC being a recipient of the NAEPC Council of Excellence Award, this webinar will be complimentary for those who join at our host location, Grassi & Co, for the viewing. 
RSVP as space is limited.

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