April 4th, 2017

Seminar for Accountants: Distribution of Qualified Plans and IRAs

The majority of adults who are investing for their retirement are now using qualified plans as well as pre– and post-tax IRA accounts. Baby Boomers are expected to transfer some $30 trillion in assets to their heirs over the next 30 to 40 years and their largest financial holdings are located in 401(K) plans. These types of accounts require particular estate planning considerations and can present unique problems in the estate planning and administration process.

We invite Lehigh Valley accountants and financial planners to join us for


1.o CPE Credit provided by Approved Program Sponsor, State Board of Accountancy – Bureau of Professional and Occupational Affairs

Tuesday, May 23 at the Offices of Gross McGinley, LLP

33 S. Seventh Street, Allentown, PA 18101


7:45 am Registration, 8:00 am to 9:00 am Program

A program offered in recognition of National Elder Law Month.

During this one-hour credited seminar, we will take an in-depth look at retirement accounts and the “red flags” that could pose particular challenges for your clients. Discussion will include taking maximum advantages for spouses as well as using see-through trusts and conduit trusts for minor and/or disabled beneficiaries. Example scenarios will offer a real-world look at how qualified plans and IRAs are handled in the estate planning/administration process.


We are offering this seminar free of charge. However, space is limited. Please register by Friday, May 12th by fax to (610) 820-6006 or by email to mmiller@nullgrossmcginley.com. For more information, please call (610) 820-5450.

Featured Speaker:


James A. Ritter, Esq.


The content found in this resource is for informational reference use only and is not considered legal advice. Laws at all levels of government change frequently and the information found here may be or become outdated. It is recommended to consult your attorney for the most up-to-date information regarding current laws and legal matters.