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
Presenter(s)
Michael D’Addio, JD, Principal, MARCUM LLP and Laurie Ingwersen, Managing Partner, Senior Wealth Management Advisor, The Harvest Group
![](https://d33euwcbjqojuo.cloudfront.net/images/TCF_VCF_JF_logo-smaller-TCF2.jpg)
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.
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
![](https://d33euwcbjqojuo.cloudfront.net/images/Individuals/DAddio_M_Ingwersen_600px.jpg)
![](https://d33euwcbjqojuo.cloudfront.net/images/_staff/SharonCa_IMG_7188.jpg)
For questions about our advisor services, please contact Sharon Cappetta CAP®,
Director of Development