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Nov 19th Estate Planning CLE Seminar
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Alternative Retirement Planning Ideas

11/19/2015
When: Thursday, November 19, 2015
5:30 PM until 8:30 PM
Where: Fiddlers Elbow Country Club
811 Rattlesnake Road
Bedminster, New Jersey  07921
United States
Contact: Jayne C. Kredatus
908.429.2346

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Greater Middlesex Somerset Estate Planning Council & MCBA
present

Alternative Estate Planning Ideas
Thursday, November 19th @ 5:30 p.m.
Fiddler's Elbow CC, 811 Rattlesnake Road, Bedminster
Download RSVP Form

Speaker:
Leonard J. Witman, Esq.
Witman Stadtmauer, PA - Florham Park

The program will explore how religion can affect the planning process:

  • Recharacterization from an Individual Retirement Account ("IRA:) to a Roth IRA and back to an IRA again by October 15th of the following year.
  • Splitting the traditional IRA into multiple IRAs prior to the Roth conversion to enhance the viability of recharacterization.
  • Structuring pre-59 ½ withdrawals under IRC Section 72(t) and IRS Notice 89-25.
  • Rolling IRA into qualified retirement plan prior to age 70 ½ if common law employee not wanting to take required minimum distribution.
  • If more than a 5% shareholder giving up your interest before age 70 ½, will eliminate obligation to take required minimum distributions.
  • Uniform Table utilized in all instances for required minimum distribution except if spouse is beneficiary and more than ten year younger than you.
  • The Preservation Trust.  How and where to use it?
  • Recovery of 403(b) contribution for New Jersey tax.
  • Spouse and/or children working in a closely-held business, put them on the payroll and have them make maximum contributions to the 401(k) plan.
  • The best retirement planning idea you have heard of before but it cannot be stressed enough – contribute early and often and let the investment grow over time.

This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.5 hours of total CLE credit.

Registration is through the Greater Middlesex Somerset Estate Planning Council

To RSVP: Download RSVP Form or call Jayne C. Kredatus at 908.429.2346

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