200+ Best (and Worst) Planning Ideas for Your Client’s Retirement Benefits - NAPFA Credit Only
E-Retirement Planning & Emp. Benefits
Non-Member: $99.00Your price
Your clients are bombarded with dreams and schemes designed to reduce the taxes on their retirement plans. Which of these works and which do not? Advisors need a systematic approach to make sure they give the best advice to their clients who own IRAs, 401(k)s and other retirement plans. In this two-hour program, learn how to evaluate the latest ideas (and separate the fool-proof from the foolhardy), plus discover dozens of tried-and-true planning techniques you can use right away in your practice.
Attendees receive a 100-page+ handout with more than 200 planning ideas summarized and evaluated, to be used as a planning checklist for later client work, from “when, whether and how to take distributions” and “when, where and how to roll over benefits,” to Roth IRA conversions, charitable gifts, buying life insurance in the plan, and how to fit benefits into the estate plan. The handout also lists where to find out more to implement each idea and includes “client profiles” that suggest the best planning ideas for each type of client, as well as forms illustrating some of the recommended drafting ideas.
- Learn how the over-72 client can or should avoid, reduce, or take RMDs
- Understand novel investments for IRAs: should a client’s IRA buy a business or real estate?
- Understand the opportunities in tax-free Roth conversions
- Learn charitable planning ideas for the wealthy and not-so-wealthy
- Understand if you can “beat” SECURE -- which ideas work and which don’t
- Learn new ways to fix IRA mistakes
Natalie Choate is an attorney in Wellesley Massachusetts. Her practice is limited to consultations on estate planning for retirement benefits. Her book Life and Death Planning for Retirement Benefits is a leading resource for estate planning and money management professionals.
Miss Choate is a fellow and former Regent of the American College of Trust and Estate Counsel and former chairman of its Employee Benefits Committee. She serves as an editorial advisor for Trusts and Estates. Named “Estate Planner of the Year” by the Boston Estate Planning Council, she is listed in The Best Lawyers in America. The National Association of Estate Planners and Councils has awarded her the “Distinguished Accredited Estate Planner” designation.
Her articles on estate planning topics have been published in ACTEC Notes, Estate Planning, Trusts and Estates, Tax Practitioners Journal and Tax Management. Miss Choate has lectured in 50 states, Canada, Puerto Rico and the District of Columbia, and has spoken at the Heckerling, Notre Dame and Southern Federal Tax Institutes, among others. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, Money, The New York Times, Newsweek, Forbes, Financial Planning and Financial World. A Boston native, Miss Choate is a graduate of Radcliffe College and Harvard Law School.
1 NAPFA CE in E - Retirement Planning will be posted in your NAPFA CE record after viewing this recording.
This is a recorded webinar from June 24, 2021.
After purchase, you may access your recorded course under the My Webinars link on your My Account page of the NAPFA website until July 24, 2021.