Hosted by
Marshall W. Meyer
PASEF Membership Engagement Committee Chair

Peter E. Moshang, Esquire
Heckscher, Teillon, Terrill & Sager, P.C.

Many individuals have retirement accounts, but this asset represents unique estate planning challenges. This session will provide practical guidance on types of retirement accounts, certain lifetime rules, how to designate beneficiaries and the post-death rules for intended beneficiaries.

Specifically, the topics include beneficiary designations, tax implications, Required Minimum Distributions, Roth conversions, and coordination with trusts and estate plans. The speaker will also address recent legislative and regulatory developments, including the SECURE Act, and explore techniques to balance client goals for retirement income, asset preservation, and wealth transfer.

Attendees will leave with strategies to ensure efficient and effective retirement planning.