Please join us at 12:00 for lunch - bring your own brown bag and we'll provide beverages and cookies. This replay from the National Association of Estate Planners & Councils will run from 12:30 - 1:30.

Speaker: Natalie B. Choate, Esq., AEP® (Distinguished)

The following will be covered:

• Roth basics: Types of Roth plans, tax treatment, who can have one, how to get one

• Why Roths are a great deal for wealthy clients and some others

• Who should get a Roth plan and who should NOT

• Who to name as beneficiary of the Roth plan (and who NOT to name)

• What your wills and trusts need to say about Roth plans

• Tax free Roth conversions and other tax saving Roth tips

Natalie Choate is an estate planning lawyer with Nutter McClennen & Fish in Boston. Her practice is limited to advising individuals and fiduciaries about the tax treatment of retirement benefits. Her book Life and Death Planning for Retirement Benefits has been called the tax professionals' "bible" on retirement plans. Natalie has lectured in all 50 states; her articles have appeared in Trusts & Estates, ACTEC Journal, and other professional tax publications. Her comments on estate and retirement planning have been quoted in the Wall Street Journal, New York Times, and Forbes. 

CHANGE in Location: England Brothers' Room at Berkshire Bank, 99 North Street, Pittsfield, MA. RSVP to Dan Stanyon below. Free for Members!Non-members: Please pay $15 in advance via PayPal (click here).