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Professional Seminar Series

You're invited to join us for a complimentary professional seminar (including 2 hours of CE) and reception, presented as a service to the professional advisor and legal community by Cincinnati Children's and Huntington Bank

 

Retirement Accounts: Planning Optimal Outcomes for Family and Charitable Objectives

Presenter: Christopher R. Hoyt, JD

  Hoyt            

Program will cover:  

  • Overview of the 2015 income tax and estate tax environment
  • Planning for lifetime retirement plan withdrawals and transferring retirement assets after death
  • The traps and solutions when naming a trust as the beneficiary of a retirement
  • Planning strategies for retirement accounts in second marriages
  • For estates subject to the federal estate tax, what is the interaction of estate taxes with income taxes on inherited accounts and what strategies can reduce those taxes?
  • What are the best ways to make charitable uses of retirement assets? What are the traps and how can they be easily overcome?

  

 See previous topics here.