ESTATE PLANNING COUNCIL OF ST. LOUIS

Sponsored by the Young Professionals May 11 from 12-1pm ZOOM

TITLE:    SELECTED STRATEGIES FOR RETIRED COUPLES TO STRETCH THEIR RETIREMENT SAVINGS

DESCRIPTION:    This program is about retirement planning for already retired married couples. Are there tax and other strategies that an already retired couple can adopt, today, to place themselves and their children in the best position possible to maximize the after-tax benefits they receive from their retirement savings, including Social Security, over their lifetimes?  As such, this program will discuss strategies for:

- Minimizing Income Taxes on IRA and 401k Accounts

- Minimizing Capital Gains Taxes on Taxable Retirement Accounts

- Maximizing After-Tax Social Security Benefits

- Protecting Retirement Savings from Potential Creditors

- Tax Leveraging Retirement Savings for Long-Term Care Needs

- Partnering with Charity to Minimize the Adverse Effects of the SECURE Act

SPEAKER'S BIOGRAPHY:   JAMES G. BLASE, CPA, JD, LLM, of Blase & Associates, LLC, is a 40+ year experienced estate planning attorney practicing in St. Louis, Missouri.  He was previously a partner at the St. Louis law firms Thompson Coburn and Armstrong Teasdale. He has published four books and over 75 articles on various tax and estate planning topics, as well as multiple other books on subjects ranging from Theodore Roosevelt and the 1904 World's Fair to St. Jacinta of Fatima.  A frequent presenter at various tax and estate planning symposiums, Jim has also served as adjunct professor in the Villanova University School of Law Graduate Tax Program and at the St. Louis University School of Law. He is a graduate of the Notre Dame Law School and the New York University Graduate Program in Taxation.  He currently teaches a course in estate planning for the UCLA Personal Financial Planning extension program

Cost: Members FREE, Guests $10

Registration link CLICK HERE (your confirmation will show the zoom invite)