Estate Planning - Ramifications of your Employee Benefits Package

Estate Planning - Ramifications of your Employee Benefits Package

Estate Planning - Ramifications of your Employee Benefits Package

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vendor : BLI


This class will assist older and highly compensated employees, benefits will have additional impact well beyond employment years. Pension, Group Life insurance, medical ins, long term care, deferred compensation, income with respect to a descendent (IRD) and even frequent flyer miles have tax and planning ramifications post-employment for employees and their families. Lost opportunities such as net unrealized appreciation (NUA) to lower taxes on company stock, use of trusts, the differences of IRA and 401k as well as other qualified plans at death or disability, and how to take income (from which assets and when) will all be addressed.

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