What's New (A Lot!), New Laws, and New Ideas For Retirement and Distribution Planning for 2021 and Beyond

Date: Wednesday, October 13, 2021
Time: 9:00am - 10:30am
Location: Zoom
Speaker: Leonard J. Witman, Esq., Witman Stadtmauer, P.A., Florham Park, New Jersey


What's New (A Lot!), New Laws, and New Ideas for Retirement and Distribution Planning For 2021 and Beyond

When: Wednesday, October 13th, 2021
Where: Webinar
Time: 9:00 am to 10:30 am
The GNJEPC is once again excited and honored to welcome back one of our dear friends, none other than Leonard Witman, Esq. Mr. Witman has presented to the GNJEPC numerous times, and that is because he is one of our most popular speakers. There has been a lot going on with Retirement and Distribution planning the last few years. It has always been one of the most talked about topics throughout not just our industry, but throughout the United States. The largest portion of our nation’s wealth is inside retirement plan accounts. It is not uncommon that some clients’ largest asset is their retirement plan. Even if it is not, retirement plan assets are a critical element of estate planning and wealth management.

This year there are many new things to talk and learn about – new laws, new rules, new ideas and strategies, and new problems as well. Mr. Witman is going to present on the new laws and what we as professionals need to know and understand – but far more importantly he is going to present some new planning ideas – ideas that we can go out, use, and provide benefit for our clients right now! What about the Back-Door Roth IRA? What are the pros and the cons. What about losing the stretch out? What about using trusts with retirement plan assets? What can we do for our clients right now? Come hear from the best of the best – the expert’s expert! Now, more than ever before, we have to know, understand, and talk to our clients about retirement and distribution planning.

Mr. Witman is a nationally known lecturer, author, and expert in Retirement and Distribution Planning, and Estate Planning. During this exciting session, Mr. Witman will cover what's new, what’s hot, and what’s not, Roth IRA’s, back-door Roth IRA’s, using trusts with Retirement Plan assets, and more. You will learn some new planning ideas that you may never have thought of. You will certainly hear great ideas that can help your clients – and help you! This will be a very interesting and informative event – one you don’t want to miss!

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