PPT-Estate Planning for Retirement Benefits

April Caudill JD CLU ChFC AEP Senior Advanced Planning Attorney Advanced Financial Security Planning Northwestern Mutual Overview Estate Planning Making certain property is distributed after death according to the owners wishes. This material and any estate, gift or generation skipping transfer (GST) tax (together referred to as "transfer tax") calculations reflect the law established under the American Taxpayer Relief Act of 2012 (the “Act”). Among other things, the Act establishes a transfer tax exemption amount of $5,000,000 (as adjusted for inflation after 2011) per person, establishes a maximum transfer tax rate of 40% and provides for continuing portability of the estate tax exemption between spouses. Customers should understand that tax law is always subject to interpretation and change. MetLife and its affiliates do not provide tax advice and therefore customers should speak with their qualified legal and tax counsel regarding their current estate plan and what planning options are available and appropriate.. Pension and Retirement Planning Overview . Chapter 1. Chapter 1: Overview. Business opportunities in the pension field. What types of plans are available?. Why have tax-advantaged retirement plans?. From the employee’s perspective. South Dakota Cooperative Extension Service. Randy McKee. McKee Companies. Sustaining the Legacy:. Management and Wealth Transfer Planning for Ranches. SASSY (Sustainable Annie’s Systems in South Dakota for Years to Come). April 21, 2016. Estate Planning Basics. . Robert D. Pentimonti. Harlowe & Falk LLP. One Tacoma Avenue North, Suite 300. Tacoma, WA 98403. Planning for the Eventuality of Death. Last Will & Testament. seminar. Susan Hoel – Human Resources / Benefits. 612-348-9075 . 12/2014. Agenda. County Benefits. . Sue Hoel 8:00 – 10:00 a.m.. Break. : . 10:00 . – . 10:15 a.m. .. . PERA . Phil Coleman . Business, Succession, Retirement and Estate Planning for Farm and Ranch Women. Tim Eggers. Field Ag Economist. Iowa State University Extension. www.extension.iastate.edu/feci/annie/bfrdp. Mute. Please take a moment to hit * 6 on your phones to increase the audio quality of the archive. NJPSA Presentation. Private, federal, or governmental employment in another state will not affect benefits.. IRS Provisions. Public employment before 59 ½. May be subject to 10% additional federal Tax. Audience. Advisors. Length. 1 hour. Creator. Manulife Bank Product and Marketing. CE Credit Reference #. Governing . Body. Number of Credits. & Category. Credit . Number. CE Credit . valid until…. Family . and . Your Finances. Presented by . Brenda Bolander, CFP. ®. CPA/PFS. October 25, 2017. Overview. Key Elements of Estate . planning:. Importance of a will . How . to title assets to avoid . 36.1 Retirement Income. Public Pension Plans. The federal government administers: . social security, railroad pensions, military pensions, and civil service pensions.. Social Security. Provides . income to people when their regular incomes due to . Chapter 15 Retirement Planning Professor Payne, Finance 4100 Learning Objectives Understand the changing nature of retirement planning. Set up a retirement plan. Understand how different retirement plans work. Working After Retirement NJPSA Presentation Private, federal, or governmental employment in another state will not affect benefits. IRS Provisions Public employment before 59 ½ May be subject to 10% additional federal Tax A Timeline for Action. University Payroll and Benefits (UPB). Customer Service . February 20, . 2016. Urbana Human Resources. UPB Customer Service . Retirement Planning. Mark McGiles. Assistant Manager . Presented by Judy Kurtz, Employee Benefits Manager. OVERVIEW. Mandated Retirement Programs. Voluntary Retirement Programs. Wellness Credit. Employee Assistance Program. Insurance Benefits. Additional Benefit Resources.