Thanks so much for attending my presentations for the October 2018 FPA NE Ohio Fall Symposium!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading Materials:
- Maximizing The “Still-Working” Exception To Delay RMDs From A 401(k) Plan
- The Kitces Report 2017 Volume 1 - A Comprehensive Guide To Lifetime Required Minimum Distributions
- The Kitces Report 2017 Volume 2 - Maximizing The Stretch IRA And Required Minimum Distribution Rules After Death
- Rules For Calculating Required Minimum Distributions (RMDs) During Life
- Strategies To Minimize Or Delay Required Minimum Distribution (RMD) Obligations
- Permanent Portability Of The Estate Tax Exemption – Is It Time To Bypass The Bypass Trust For Good?
- IRS Will Now Require Executors To Report Cost Basis To Beneficiaries For Inherited Assets
- Individual Tax Planning Under The Tax Cuts And Jobs Act Of 2017
- RUFADAA And The Importance of Digital Estate Planning
