Retirement Plans & Gifting Strategies

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Name: Retirement Plans & Gifting Strategies
Date: March 9, 2018
Time: 7:00 AM - 9:00 AM CST
Event Description:
The average American’s wealth is mainly comprised of homes and retirement assets. Furthermore, recent studies have revealed that for a variety of reasons, non-probate methods to transfer assets is on the increase, including retirement plan beneficiary designations. The Will is no longer the primary vehicle used to transfer assets upon death. Gift Planners and Major Gift Officers need to be aware of these trends when working with donors and their advisors. With 61% of U.S households owning tax advantaged retirement accounts, it behooves Gift Planners, Major Gift Officers and Financial Advisors to be well-versed in gifting options involving retirement plans. This session will provide a general overview of the various types of retirement plans, including contribution, distribution, and inheritance rules and options. It will also explore a variety of gifting strategies using retirement plans, both during life and upon death. Several cases illustrating retirement plan gifting strategies will shared and discussed.
Kauffman Foundation Conference Center 4801 Rockhill Road Kansas City, MO 64110
Date/Time Information:
Friday, March 9, 2018 from 7:30 AM to 9:00 AM
Contact Information:
Guests are allowed one free meeting a year. $25 after first meeting. Members are free.