Symposium Schedule

<p style=”text-align: left;”>Learn how to help your clients diffuse the ticking time bomb that can cause a lifetime of savings to be lost to heavy, immediate, and unnecessary taxation at the time of distribution.</p>

<div class=”chart1″><strong>Dates &amp; Times</strong></div>
<div class=”chart2″><strong>City</strong></div>
<div class=”chart3″><strong>Location</strong></div>
<div class=”chart4″><span style=”color: #000000;”><strong><span style=”color: #000000;”>Address</span></strong></span></div>
<div class=”chart1″>May 2,12pm-2pm</div>
<div class=”chart2″>San Diego, CA</div>
<div class=”chart3″>TBD</div>
<div class=”chart4″>TBD</div>
<div class=”chart1″>May 6,12pm-2pm</div>
<div class=”chart2″>Troy, MI, 48084</div>
<div class=”chart3″>Maggiano’s Little Italy</div>
<div class=”chart4″>2089 West Big Beaver</div>
<div class=”chart1″>May 7,12pm-2pm</div>
<div class=”chart2″>Lutherville, MD, 21093</div>
<div class=”chart3″>Tark’s Grill-Green Spring Sta.</div>
<div class=”chart4″>2360 West Joppa Rd # 116</div>
<div class=”chart1″>June 10,12pm-2pm</div>
<div class=”chart2″>San Diego, CA</div>
<div class=”chart3″>TBD</div>
<div class=”chart4″>TBD</div>
<div class=”chart1″>June 11,12pm-2pm</div>
<div class=”chart2″>Orange County, CA</div>
<div class=”chart3″>TBD</div>
<div class=”chart4″>TBD</div>
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More Updates


For trusts that inherited an IRA in 2019, an important deadline is approaching. The due date to provide required trust documentation to the IRA custodian to ensure that the longest payout period possible is available for the inherited IRA is October 31, 2020. Generally, only individuals who are named on an IRA beneficiary form can

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The coronavirus-related distribution (CRD) rules for Roth conversions have a gaping hole. An “affected person” (as we have defined in previous blogs), is entitled under the CARES Act to withdraw up to $100,000 from their IRA or workplace retirement plan. A CRD avoids the 10% early distribution penalty for those under 59 1/2, can be

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Rolling Over an RMD

Like most people’s lives, the retirement world is upside down. This is made evident by a single statement: “Required minimum distributions (RMDs) can be rolled over.” Yes, that is the new normal—at least for this year. RMDs are considered the first money out of an IRA and workplace plan. Typically, these dollars are ineligible to

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