Taming the Tax Monster with Retirement Trusts

Oct 24, 2017 9:00 AM - 11:00 AM

Hooper Law Office - Appleton

2 N. Systems Dr. Appleton, WI [Map & Directions]


Accepted for 2 CE credit hours by the CFP Board

Approved for 2 Insurance CE credits

When you were a child, it was either the monster in your closet or the monster under your bed keeping you awake at night. As an adult, it is no longer a figment of your imagination. Now, you are lying awake worrying about the IRS and tax obligations. While we can not make your taxes disappear, we can help you mitigate the tax burden on your clients and their beneficiaries.

One of our most recent innovative approaches in dealing with taxes in estate planning has been the use of Retirement Trusts. These can be powerful tools when added to your client's current planning. In addition, the method that your client is currently using to withdraw from their retirement assets, also plays heavily into this technique. We will be reviewing how this type of planning works, how it benefits your clients, and how it can benefit you in your business.  We will also be reviewing our favorite tips and tricks in taming the tax monster.

We will be discussing:

  • What is a Retirement Trust and how does it work?
  • What happens to the client's tax stretch ability?
  • How does this impact beneficiary designations?
  • What about Roth accounts? Do they work for these as well?
  • How else can I help my client minimize taxes with estate planning?

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926 Willard Drive, Green Bay, WI 54301
| Phone: 1-800-794-5548
2 Systems Drive, Appleton, WI 54914
| Phone: 920-993-0990
3475 Omro Road, 100, Oshkosh, WI 54904
| Phone: 800-794-5548

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