Browse by Category

Browse

On May 31, 2019, Bloomberg Tax restructured its learning management system. If you are having any problems logging in, please email: credits@bna.com. We apologize for any inconvenience.

This product is not currently available
Advanced Planning Presents: Retirement Planning After the SECURE Act and CARES Act with Natalie Choate
  • Webinar

Venue

This is a virtual event, accessible online and over the phone. Access instructions will be provided after registration.

Description

This is a complimentary program sponsored by Northwestern Mutual.

Northwestern Mutual invites you to participate in a live webinar on retirement planning after the SECURE Act and CARES Act with Natalie Choate.  The SECURE Act significantly changed retirement planning. These changes include changes to the required beginning date from age 70 ½ to 72, allowing for deductible IRA contributions after age 70 ½, and the elimination of stretch planning for many beneficiaries. The CARES Act eliminated required minimum distributions for 2020, expanded qualified plan loan options, and created an expanded 10% penalty exception in the wake of COVID-19. The question becomes: What should planners be evaluating to help their clients? Hear what nationally renowned expert Natalie Choate is evaluating with her clients.

Educational Objectives:

• Understand the changes to tax law from the SECURE Act
• Understand the changes to tax law from the CARES Act
• Identify opportunities to engage clients with their retirement planning and estate planning.

Who would benefit most from attending this program?

This program is designed for attorneys, accountants, and CFP® practitioners who want to learn more about estate planning with retirement benefits. Webinar participants will learn about income tax and transfer tax issues related to retirement benefits. Attorneys, accountants and CFP® practitioners will also receive continuing education credit for their participation. Insurance continuing education will not be offered.

Presenters

Natalie B. Choate, JD
  • Of Counsel
  • Nutter McClennen & Fish LLP

Natalie B. Choate is Of Counsel in Nutter's Private Client Department. Her practice is limited to estate planning for retirement benefits. Her two books, Life and Death Planning for Retirement Benefits and The QPRT Manual, are leading resources for estate planning professionals.

Natalie is the founder and former chair of the Boston Bar Estate Planning Committee; a former chair of the Boston Bar Employee Benefits Committee; and a former member and officer of the Boston Probate and Estate Planning Forum. She is a fellow and former Regent of the American College of Trust and Estate Counsel and former chairman of its Employee Benefits Committee. Named “Estate Planner of the Year” by the Boston Estate Planning Council, Natalie is listed in The Best Lawyers in America. The National Association of Estate Planners and Councils has awarded Natalie the “Distinguished Accredited Estate Planner” designation.

Ms. Choate is America’s leading speaker on estate and distribution planning for retirement benefits. She has taught hundreds of seminars to both professional and nonprofessional audiences who want to get the most out of their IRAs, 401(k)s and other retirement plans. She has been quoted in The Wall Street Journal, Money, Newsweek, Kiplinger’s Personal Finance, Forbes, Financial Planning, Financial World and The New York Times.

Phillip A. H. Roemaat, JD, CPA, CLU®, CFP®, RICP®
  • Vice President
  • Northwestern Mutual

Phil joined Advanced Planning at Northwestern Mutual in 2015. Prior to coming to Northwestern Mutual, he was in private practice at a regional accounting firm, Baker Tilly Virchow Krause, LLP. His practice focused on income tax planning and compliance for high net worth individuals, closely held businesses, and their owners. During law school, Phil interned with Associated Banc-Corp and the Office of Chief Counsel with the Internal Revenue Service. 

Continuing Education

Credits:
1.2 CPE, 1.2 CFP, 1.0 CLE, 1.0 General COA,
Practice Areas:
Field of Study: Taxes
Prerequisite:
• A basic understanding of federal income tax system • A basic understanding of the federal gift and estate tax system • A basic understanding of retirement plans, including qualified plans and individual retirement accounts
Level:
Intermediate
Production Date:
05/14/2020