Death, Taxes and Retirement Plans

EVENT OVERVIEW

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.

TOPICS

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

LOCATION

McDonald Hopkins LLC
Fifth Third Center
600 Superior Avenue East, Suite 2100
Cleveland, Ohio 44114

Complimentary Valet Parking is available on Superior Avenue in front of the Fifth Third Center.

SPEAKERS

Roger Shumaker Senior of Counsel rshumaker@mcdonaldhopkins.com

Michael Riley Member mriley@mcdonaldhopkins.com

Antoinette Pilzner Member; Board of Directors apilzner@mcdonaldhopkins.com

John Wirtshafter Member jwirtshafter@mcdonaldhopkins.com