SPECIAL REPORT: How the SECURE Act will Affect Your IRA’s and Retirement Plans

While offering certain incentives to enhance retirement savings, proposed legislation known as the SECURE Act (the “Act”) would severely limit the use of stretch IRAs and cause many individuals to amend their estate planning documents and retirement planning generally.

On the upside, the Act permits individuals to defer required minimum… Continue reading

Gift Tax Exemption: Plan Today for Upcoming Changes

 

Please click the link below to see important information on gift and estate tax law changes.

https://www.pagnatokarp.com/irs-announces-no-clawback-of-gift-tax-exemption/

Post-Exit Planning Video 8-Building a Family Legacy

Please join Wayne M. Zell, Esq. for this 8th of eight videos of Episode 6: Post-Exit Planning, which focuses on building a family legacy. Continue reading

Post-Exit Planning Video 7-Volunteering, Living Healthier

Please join Wayne M. Zell, Esq. for this 7th of eight videos of Episode 6: Post-Exit Planning, which focuses on the new post-retirement paradigm, including volunteerism and living healthier. Continue reading

Post-Exit Planning Video 6-New Retirement Options

Please join Wayne M. Zell, Esq. for this 6th of eight videos of Episode 6: Post-Exit Planning, which focuses on the new post-retirement paradigm, including discussion of job opportunities for seniors. Continue reading

Post-Exit Planning Video 5-Managing Post-Retirement Risks (cont’d)

Please join Wayne M. Zell, Esq. for this 5th of eight videos of Episode 6: Post-Exit Planning, which concludes discussion of managing post-retirement risks, with extensive consideration of avoiding the effects of bad advice and fraud. Continue reading

Post-Exit Planning Video 4-Managing Post-Retirement Risks (cont’d)

Please join Wayne M. Zell, Esq. for this 4th of eight videos of Episode 6: Post-Exit Planning, which focuses on managing post-retirement risks, including loss of ability to live independently, change in housing needs, death or divorce of spouse and unforeseen needs. Continue reading

Post-Exit Planning Video 3-Managing Post-Retirement Risks (cont’d.)

Please join Wayne M. Zell, Esq. for this 3rd of eight videos of Episode 6: Post-Exit Planning, which focuses on managing post-retirement risks, including business continuity, employment, public policy (i.e., tax, Medicare, Medicaid) and other risks. Continue reading

Post-Exit Planning Video 2-Managing Post Retirement Risks

Please join Wayne M. Zell, Esq. for this 2nd of eight videos of Episode 6: Post-Exit Planning, which focuses on managing post-retirement risks, including longevity, inflation, interest rate, and stock market risks. Continue reading

Post-Exit Planning Video 1-Overview

Please join Wayne M. Zell, Esq. for this 1st of eight videos of Episode 6: Post-Exit Planning, which provides an overview of the opportunities and challenges following a successful exit.. Continue reading

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