Qualified Retirement Plan and IRAs - What You Can and Can't Do 

Date: Tuesday, November 15, 2022
Time: 11:30am - 1:00pm
Location: Minnehaha Country Club
Speaker: Cannon Teleconference

This event will only be offered in person at the Minnehaha Country Club. No virtual option or recording will be available. 

A buffet lunch will be served starting at 11:30 am. The webinar begins at noon.


About the Program

Many of our clients have sizable accumulations in qualified retirement plans and IRAs. This is yet another unique type of asset that presents potential opportunities and difficulties in the estate planning context. The ultimate beneficial objective is to maintain as much of the plan or IRA intact for as long as possible – in order to maximize income tax-deferred investment return – while preserving as much dispositive flexibility as possible. This quest is often elusive. We will address in this teleconference the following critical components of this estate planning subspecialty:

  • Using See-Through Trusts and Conduit Trusts Within SECURE Act Parameters
  • Taking Maximum Advantage of Special Rules Available Only to a Spouse
  • Avoiding Penalties Applicable to Qualified Plans and IRAs
  • Overview of Prohibited Transactions

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