Mar 28 2018 8:30AM

Retirement Assets for First and Second Marriages: Let the Fun Begin

Professor Hoyt will address strategies, traps and solutions for challenging situations that estate planners frequently face. The program will address the different rules that apply to IRAs compared to 401(k) plans, and solutions to the most common obstacles that arise in second marriages where a client may have assets in both types of retirement plans. For example, what legal requirements must be met for some or all of the IRA or 401(k) assets to be payable to children from a prior marriage? Also, charitable uses of retirement assets.