Expert Advice on Retirement Assets

Nationally recognized speaker Natalie B. Choate returns to Michigan and covers everything you need to know about retirement asset planning. Learn the required minimum distribution (RMD) rules, the key to maximizing the value of your clients’ retirement benefits, and how to integrate retirement benefits into the typical estate plan.

Using case studies, she answers your questions, explaining what you can and can’t do—and the gray areas in between. Plus, find out when and how to use a corrective distribution with an IRA mistake.

You will be able to:

• Apply RMD rules to retirement benefits payable to trusts
• Identify the trust income tax rules that are key to planning with retirement benefits
• Tackle inherited plans from title and transfer to cleanup strategies
• Fix IRA mistakes, including bungled rollovers, penalties, and disqualification