Natalie Choate Presents at InvestmentNews 2016 Retirement Income SummitPrint PDF
Natalie Choate, a member of Nutter’s Trusts and Estates Department, was a speaker at the InvestmentNews 2016 Retirement Income Summit on May 3. Natalie presented “The 201 Best & Worst Planning Ideas for Your Clients' Retirement Benefits,” which focused on how advisers and clients are presented with many dreams and schemes designed to reduce the tax value of their retirement plans and which ideas work, which ones probably don't, and which will win a client a midnight visit from the IRS. Topics included tried and true estate planning practices, nifty distribution tricks used by those "in the know," and cutting edge ideas for the daring. Natalie provided a handy checklist of over 200 ideas—what each idea is, whether it works, and where to find more details, plus thumbnail "client profiles" which will enable advisers to go straight to the ideas that their clients should consider. Natalie was also featured in an InvestmentNews video discussing the best and worst retirement ideas.
The premier industry event aimed to illuminate the challenges and opportunities advisers face when generating, sustaining and protecting their clients’ retirement income and provided the nearly 300 professionals in attendance unique and practical tools to navigate the economic, market, and policy uncertainties that face their clients in or near retirement.