Retirement Assets for 1st and 2nd Marriages: Let the Fun Begin PLUS Income Tax Savings from Charitable Gifts After the New Tax Changes

Professor Hoyt will address strategies, traps and solutions for challenging situations that estate planners frequently face with married couples who have retirement assets.  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 when a client may have assets in both types of retirement plans.  The second hour will have an update on how the new tax law affects charitable tax planning, and how most people over age 70 1/2 should use their IRAs as the main source of their charitable gifts.  Plus an estate planner’s s guide to securing income tax savings with charitable bequests from any type of retirement plan.