MH Events

Death, Taxes and Retirement Plans

Join us Thursday, November 10, 2016 for the Death, Taxes and Retirement Plans business hour from Noon to 1:00 p.m. ET. During this business hour we will discuss the interaction between wealth building in retirement plans, IRAs and planning for minimization of income and estate taxes via wealth-transfer planning with timely life time withdrawals and appropriate beneficiary designations as part of one's estate plan.

Lunch 
11:30 a.m. to Noon ET

Business Hour
Noon to 1:00 p.m. ET
 
Please submit questions for the speakers to events@mcdonaldhopkins.com.

Topics

  • Interaction between wealth building in retirement plans
  • IRAs
  • Planning for minimization of income and estate taxes

Location

Fifth Third Center
600 Superior Avenue East, Suite 2100

Cleveland, Ohio 44114

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