Retirement Asset Planning For Estate Planners: Compelling Practical Advice
Tax-favored retirement assets are among the most important assets of many of our clients. Our clients often look to us to advise them regarding how best to transmit these assets to their intended recipients with minimum taxation. We owe it to our clients to possess and maintain a high degree of expertise concerning efficient and effective disposition of retirement funds.
Among the topics of which we should have a working knowledge are the following:
- Analyzing Roth conversions
- Modification of trusts to alter provisions affecting retirement assets
- Proper handling of IRC § 403(b) plans
- ERISA issues for estate planners