MONTGOMERY COUNTY ESTATE PLANNING COUNCIL OF PA

Join us for a MCEPC & BCEPC Joint meeting hosted by the BCEPC

With the passage of the Secure Act in December of 2019, most non-spouse beneficiaries of retirement accounts lost the ability to stretch the plan benefit over their lifetimes and defer the payment of income taxes on the distributions.  They now are required to withdraw the plan assets by the end of the 10th year following the death of the account owner.  This presentation will explore how the use of a charitable remainder unitrust can replicate the benefits of a stretch IRA for clients and their families.

Please find more information about our speaker here: Charles Bender Biography

1 hour Continuing education credit is approved for this course for PA Attorneys and Accountants. CE for CFPs and Insurance professionals is pending.

Thank you to Coventry for their generous sponsorship of this meeting. Please visit their website here: https://coventry.com/

A zoom link will be send the day before the event.