Summary

Many of our clients have accumulated wealth in retirement plans, such as IRAs, 401(k) plans, 403(b) plans, profit-sharing plans and pension plans. Retirement plans are subject to a complex set of rules which must be addressed during the estate planning process. Hahn Loeser assists clients in navigating these rules, thereby allowing them to meet their estate planning objectives and, at the same time, minimize the income and estate taxes associated with retirement plans. In that connection, we provide expert advice on a number of topics related to retirement plans, including:

  • Computing required minimum distributions
  • Maximizing income tax deferral
  • Minimizing estate taxation
  • Charitable gifts
  • Trusts as beneficiaries
  • Disclaimers of retirement plan benefits
  • Roth IRAs and Roth IRA conversions  

Retirement Planning Professionals