Moving the Needle With Your Clients’ Retirement Asset Planning

Date: Tuesday, September 22, 2020
Time: 11:30am - 1:00pm
Location: Minnehaha Country Club
Speaker: Cannon Teleconference

The disposition of retirement assets remains a very common concern among our clients. Rich, poor or in between, just about everyone needs guidance on preserving and managing these assets in a tax-efficient manner. We owe it to our clients to possess and maintain a high degree of expertise concerning these issues. Areas in which special expertise is required include the following:

  • Taxation and Distribution Rules for IRAs and Qualified Plans
  • Roth Conversions
  • Using IRAs and Qualified Retirement Plans for Charitable Giving
  • Asset Protection for Retirement Assets

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