Planning for the Second Half of Life: What You Need to Know About IRAs, Trusts & Taxes

In this podcast episode, an audio recording of a virtual seminar originally presented to a private audience in September 2020, Attorney Julie Steinbacher, founding shareholder of Steinbacher, Goodall & Yurchak,  discusses everything one would need to know about planning for the second half of life, with a particular emphasis on IRAs, trusts and taxes. She begins the presentation by talking about the foundational documents that everyone should have, such as Wills and Powers of Attorney, and goes into some more detail about the different types of POAs. In the second half of the episode, she then discusses trusts and their objectives,  IRAs and other qualified retirement plans, as well as taxes and how those should factor into retirement planning and potential planning for long-term care, and estate planning. To view a video of this presentation, complete with PowerPoint slides, visit https://www.youtube.com/watch?v=lkdthjvkSQE