Retirement Planning for the 99%

Navigating the availability of retirement plans, such as 401(k), 403(b), profit-sharing, IRAs and similar plans represents one of the few remaining ways in which members of the middle-class can engage in meaningful tax planning in the era following the enactment of the Tax Cut and Jobs Act in 20171. Originally presented as part of the Estate Planning for the 99%.

Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

SKU: P1904-23R-04

$60.00 or 1.00 credits

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Navigating the availability of retirement plans, such as 401(k), 403(b), profit-sharing, IRAs and similar plans represents one of the few remaining ways in which members of the middle-class can engage in meaningful tax planning in the era following the enactment of
the Tax Cut and Jobs Act in 20171. This course explores, briefly, the benefits of employees’ participation in such plans as well as the considerations following the death of a participant on taxes and their beneficiaries.

Charles LeFebvre, Klaus LeFebvre & Wince LLP, Champaign

Expires: 1/1/26

Overview
Specifications

Navigating the availability of retirement plans, such as 401(k), 403(b), profit-sharing, IRAs and similar plans represents one of the few remaining ways in which members of the middle-class can engage in meaningful tax planning in the era following the enactment of
the Tax Cut and Jobs Act in 20171. This course explores, briefly, the benefits of employees’ participation in such plans as well as the considerations following the death of a participant on taxes and their beneficiaries.

Charles LeFebvre, Klaus LeFebvre & Wince LLP, Champaign

Expires: 1/1/26

Products specifications

Program Date	12/08/23
Category	Elder Law

Products specifications

Program Date	12/08/23
Category	Elder Law

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