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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.

7/18/2018
When: 7/18/2018
3:00 - 4:00 PM
Where: New York
United States

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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. 

 


Please contact epcnyc@caphill.com if you would like to view this webinar.

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