Save the date!  Don’t miss the upcoming seminar to be held at Four Points by Sheraton in Meriden on May 10th, 2013, from 8 a.m. to 1:15 p.m.  CT NAELA members: $199, non-members: $249.

Attorney Choate will discuss:

• How to Integrate retirement benefits into the typical estate plan;
• The estate planning approaches available for a client whose major asset is an IRA or other qualified account;
• The minimum distribution rules for retirement benefits that are key to reducing income taxes for clients and beneficiaries;
• How benefits can qualify for “stretch” life expectancy payout;
• How to avoid missed deferral opportunities and costly penalties;
• Over 194 great, not so great, and truly terrible ideas, summarized and rated; and
• The pros, cons, and pitfalls of naming a trust as a beneficiary, including the IRS MRD trust rules.

Click on the Seminars tab to register.