ISBA Presentation

Thomas R. Ackmann, managing director of Baden Retirement Plan Services, co-presented "IRAs/Qualified Plans/Income Tax Issues & Planning Strategies" with attorneys Vicki L. Anderson of Hackman Hulett & Cracraft LLP, and Beth W. McIntire of National Bank of Indianapolis. The presentation took place in Indianapolis on October 2, 2008.

The presentation was co-sponsored by the Taxation Section and the Probate, Trust & Real Property Section and provided 2 hours of CLE.

This program examined the impact of federal income taxes on planning for retirement benefits, including income tax rules that apply to distributions after participant death; common planning missteps and available planning principles arising from the income tax treatment of retirement plan payouts; and presentation of proposed legal forms (beneficiary designations, disclaimers, trusts) to achieve tax deferral and reduction.

Please Contact Us with questions about this program or for a copy of Tom Ackmann's presentation.