CANNON: Qualified Retirement Plan and IRAs - What You Can and Can't Do

The Trust Company specializes in helping individuals, businesses, and foundations reach their financial goals and prepare for retirement.

The Trust Company

Join The Trust Company of Tennessee for a hosted presentation of Cannon Financial's 2021 Teleconference series.

The Trust Company of Tennessee

<ul><li>Hosted at The Trust Company of Tennessee's Knoxville office with limited attendance for safety. </li><li>Boxed lunches will be served for those attending in person beginning at 12 pm. Socially distanced seating is available in our conference room for a limited number.</li></ul>If you are interested in attending virtually, we are exploring options for your participation. Please contact Lindsay Cates for additional options at lcates@thetrust.com.

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:

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

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CANNON: Qualified Retirement Plan and IRAs - What You Can and Can't Do

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CANNON: Qualified Retirement Plan and IRAs - What You Can and Can't Do

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