Qualified Retirement Assets in Estate Planning
Leader: TBD
Tue Jan 29, 11:30am-01:00pm, Wong Auditorium
No enrollment limit, no advance sign up
Single session event
Prereq: A basic understanding of estate planning techniques
This workshop will review the important issues to consider when your retirement plan balances make up a significant part of your estate. Attendees should have a basic understanding of estate planning techniques such as those provided in "Estate Planning Basics".
Highlights include:
- A review of the income and estate tax issues associated with qualified retirement plans;
- A detailed discussion of estate planning techniques using retirement plan balances.
Contact: Paul Gunning, Sr. Retirement Counselor, Fidelity Investments, 258-8872
Sponsor: Human Resources
Latest update: 06-Nov-2001
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