Getting Hitched Without Hitches: Estate Planning for Retirement Assets in First and Second Marriages

This session will examine the rules, strategies, opportunities, traps, and solutions that should be considered when married individuals have retirement assets. The session will address the most common obstacles that can arise in second marriages, especially when children from a prior marriage are named as beneficiaries of a retirement account, and the different rules that apply to individual retirement accounts compared to 401(k) plans.

Presented by: Christopher R. Hoyt

CLE: 1.0 General credit

Approved States: CA, CO, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT

(AK, AR, AZ, CT, ND, MO, NH, & TX are eligible to claim credit.)

We will supply you with the information needed to apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance.

Note: WealthCounsel does not offer CFP/CPE credit for this recorded webinar.

WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.