Do you have questions on annuities or IRAs?
This session covers how annuities are taxed, how they can and cannot be used, how to utilize them in crisis-planning situations, and strategies for dealing with qualified funds.
We discuss when to and not to annuitize your IRA and sound strategies for dealing with IRAs during crisis-planning situations.
SPEAKERS
- Kristi A. Nickodem, UNC School of Government, Chapel Hill
- Kristy Preston, UNC School of Government, Chapel Hill
- Meredith Stone Smith, UNC School of Government, Chapel Hill
PRODUCED
Session from 28th Annual Elder and Special Needs Law Symposium, February 22–23, 2024
APPROVED CREDIT
North Carolina: 1.00 MCLE Hour
Qualifies for NC State Bar Elder Law Specialization
PROGRAM PRICING
See pricing below.
Access to the program and content expires ninety (90) days from the date of purchase.
