Lathrop GPM attorneys Allie Itami and Sara Hire will walk through key legal and tax considerations that arise when retirement accounts grow beyond personal retirement needs. From alternative investments to estate tax...more
8/7/2025
/ 401k ,
Alternative Investment Funds ,
Asset Management ,
Beneficiary Designations ,
Charitable Donations ,
Estate Planning ,
Estate Tax ,
Fiduciary ,
Financial Adviser ,
High Net-Worth ,
Income Taxes ,
Individual Retirement Account (IRA) ,
Prohibited Transactions ,
Retirement Funds ,
Retirement Plan ,
Tax Planning ,
Trustees ,
Wealth Management ,
Webinars
Under recently finalized federal regulations (commonly referred to as the “Fiduciary Rule”) that were scheduled to become effective on September 23, 2024, the U.S. Department of Labor intended to expand the fiduciary...more
8/7/2024
/ 401k ,
Administrative Procedure Act ,
Chevron Deference ,
Department of Labor (DOL) ,
Employee Benefits ,
Employee Retirement Income Security Act (ERISA) ,
Fiduciary ,
Fiduciary Rule ,
Individual Retirement Account (IRA) ,
Investment Adviser ,
Loper Bright Enterprises v Raimondo ,
Prohibited Transactions ,
Retirement Plan ,
Stays