Qualified Retirement Plan and IRAs - What You Can and Can't Do 2022 | NAEPC | 15 November 2022 | Minnehaha Country Club, 3101 W 22nd St, Sioux Falls, SD 57104, USA

Many of our clients have sizable accumulations in qualified retirement plans and IRAs. This is yet another unique type of asset that presents potential opportunities and difficulties in the estate planning context. The ultimate beneficial objective is to maintain as much of the plan or IRA intact for as long as possible in order to maximize income tax-deferred investment return while preserving as much dispositive flexibility as possible.

This quest is often elusive. We will address in this teleconference the following critical components of this estate planning subspecialty:

• Using See-Through Trusts and Conduit Trusts Within SECURE Act Parameters
• Taking Maximum Advantage of Special Rules Available Only to a Spouse
• Avoiding Penalties Applicable to Qualified Plans and IRAs
• Overview of Prohibited Transactions

2022 Speaker

Cannon Teleconference

2022 Sponsors

PREMIER SPONSORS:
• Sioux Falls Area Community Foundation
• First National Wealth Management
• Dorsey & Whitney Trust Company

PATRON SPONSORS:
• SDTC
• First Dakota Wealth & Trust
• First Premier Bank
• Ballard Spahr LLP
• Woods Fuller
• Eide Bailly

SPONSORS:
• Principal SM