Asset Protection, Taxation and Distribution

Planning for your retirement now can lead to peace of mind when that day finally arrives. Mr. Macri can guide you in this second session, where he will discuss retirement income streams that can include: employer retirement plan distributions, IRA consolidation and distributions, and life insurance and annuities. He will also discuss ways to protect your estate and investments, the advantages of establishing trusts, legal issues related to the administration of wills, RMD calculation, Medicaid and long-term care planning, Social Security, Medicare and supplemental coverages, Federal and State estate taxation and transferring of assets to heirs. Don’t miss this opportunity to start planning for your retirement, and learn how to create a guaranteed lifetime income stream. Guest speakers will include an estate and elder attorney and a certified public accountant.