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For Professional Advisors

Retirement Matters: Helping Your Clients Plan Through a Lifetime, from Accumulation to Distribution (RECORDED)

Date

Feb 16, 2023

Time

12:00 p.m. to 1:00 p.m.

Location

Virtual

Topic

For Professional Advisors

Presenter(s)

Michael D’Addio, JD, Principal, MARCUM LLP and Laurie Ingwersen, Managing Partner, Senior Wealth Management Advisor, The Harvest Group

Three logos: The Community Foundation for Greater New Haven, Valley Community Foundation with a stylized bridge, and Jewish Foundation of Greater New Haven with hands, a flame, and a blue arc.
Presented in partnership

On Feb. 16, Laurie Ingwersen of the Harvest Group, and Michael D’Addio of Marcum, LLP unpacked recent changes affecting retirement plans for both individuals and employers.

WATCH RECORDING

What We Heard

  • Increased contribution limits for 401K/403b plans, simple and SEP plans.
  • Employers are matching student loan payments with contributions to IRAs.
  • Increased age range for clients to catch up on retirement contributions.
  • Reduced penalties for failure to take a required minimum distribution.
  • Significant lifetime tax advantages to using the qualified charitable distribution (QCD), particularly for residents of Connecticut.
  • Internal Revenue Service trends and activities regarding gifts of personal property, including cryptocurrency.
  • QCD rules regarding age of donor and when the gift is from inherited retirement assets.

Presenters:

Michael D’Addio, JD
Principal, MARCUM

Laurie Ingwersen, CFP®, CRPC®, CDFA™, CEPA®, CBC
Managing Partner, Senior Wealth Management Advisor
The Harvest Group

A man with glasses, dark hair, and a suit, and a woman with long blonde hair and a white shirt, both smiling, are shown in separate portrait photos side by side against plain backgrounds.
Michael D’Addio, Laurie Ingwersen
A woman with shoulder-length brown hair, wearing a navy blazer over a red top, stands by a window with blurred red brick buildings visible outside. She is smiling and facing the camera.

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