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Cannon Estate Planning Teleconference: Qualified Retirement Plans and IRAs – What You Can and Can’t Do

Tuesday, November 15, 2022 at 1:00 pm - 2:30 pm EST

  • « Tennessee Society of CPAs: Behavioral Economics: Why People Invest with Their Stomachs
  • Alliance for Better Nonprofits: Aligning Investments with Your Mission »
Trust Company Events Calendar Graphic Cannon Estate Planning Teleconference

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

Hosted at The Trust Company of Tennessee’s Knoxville office. Boxed lunches will be served beginning at noon for those attending in person. Socially distanced seating is available in our conference room for a limited number.

If you are interested in attending virtually, we are exploring options for your participation. Please contact Lindsay Cates at lcates@thetrust.com.

About Cannon Estate Planning Teleconferences

The industry’s foremost wealth management and estate planning authorities provide commentary and debate over the use of complex financial and legal strategies to best serve their high-net-worth clients. Time is reserved at the beginning of each call for the most current legislative changes impacting the audience and their clients.

Professionals can connect and collaborate on relevant issues while earning continuing education and learning credits to preserve their valuable business credentials.

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Details

Date:
Tuesday, November 15, 2022
Time:
1:00 pm - 2:30 pm EST

Venue

The Trust Company of Tennessee
4823 Old Kingston Pike, Suite 100
Knoxville, TN 37919 United States
+ Google Map
Phone
865-971-1902

Organizer

The Trust Company of Tennessee

Other

Registration:
https://www.eventbrite.com/e/214865988957
  • « Tennessee Society of CPAs: Behavioral Economics: Why People Invest with Their Stomachs
  • Alliance for Better Nonprofits: Aligning Investments with Your Mission »

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(865) 971-1902
info@thetrust.com

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