Learn fundamentals of financial planning.
Retirement assets such as IRAs, pension plans, etc., are usually assets that have grown income-tax free during the lifetime of the account holder and will be subject to ordinary income tax when distributed. Deferring the income tax on retirement assets as long as possible will result in more wealth building up over time. Because they grow tax-free, these assets provide a unique opportunity to build wealth. This video reviews some fundamentals of financial planning and discusses the importance of compounding.
Agenda
Faculty
Teresa L. Bush, Esq.
InterActive Legal
- Over 30 years of experience in trusts and estates law
- Director of Education and Support Services for InterActive Legal
- Former attorney with Kelly, Hart, and Hallman in Fort Worth, Texas, and tax consultant with Ernst & Young
- Author of several articles/blogs on estate planning topics
- Director and faculty member of InterActive Legal Academy, a 4-week intensive online course in estate and gift taxation (each Autumn) and basic estate planning (each Spring)
- Frequent presenter of online webinars and training classes, including: Effect of Recent Events on Estate Planning, Estate Planning Before 2026 and Beyond for Married Couples, and Restructuring Trusts for the New Tax Law: Trusts under the SECURE Act
- Graduate, Rice University and University of Texas School of Law
- Can be contacted at [email protected]
Jonathan G. Blattmachr
InterActive Legal
- Principal at InterActive Legal
- More than 45 years of experience in trusts and estates law
- Former partner in Milbank (formerly, Milbank Tweed Hadley & McCloy) in New York
- Admitted to the bars in New York, California, and Alaska
- Wrote or co-wrote nine books and more than 500 articles on estate planning topics
- Writes and lectures extensively on estate and income tax planning, as well as charitable giving
- Editor of Wealth Transfer Planning and founder of InterActive Legal - www.interactivelegal.com
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