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BEGIN:VEVENT
DTSTART:20180828T163000Z
DTEND:20180828T180000Z
LOCATION:Minnehaha Country Club
UID:1558320180828T163000ZRetirement Asset Planning For Estate Planners: Compelling Practical Advice
DTSTAMP:20260517T145525Z
DESCRIPTION:\n \n \nTax-favored retirement assets are among the most important assets of many of our clients. Our clients often look to\n \nus to advise them regarding how best to transmit these assets to their intended recipients with minimum taxation. We\n \nowe it to our clients to possess and maintain a high degree of expertise concerning efficient and effective disposition\n \nof retirement funds. Among the topics of which we should have a working knowledge are the following:\n \n• Analyzing Roth conversions\n \n• Modification of trusts to alter provisions affecting retirement assets\n \n• Proper handling of IRC § 403(b) plans\n \n• ERISA Issues for estate planners\n
SUMMARY:Retirement Asset Planning For Estate Planners: Compelling Practical Advice - Sioux Falls Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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