In this episode, Tim describes planning options for “qualified assets,” and details the opportunities and pitfalls regarding ongoing tax-deferred growth.
How to plan with IRAs, 401(k)s and other qualified plans
Attorney Tim Crisafulli, of the <a href="https://cepelaw.com/" target="_blank" link-data="{"cms.site.owner":{"_ref":"00000177-ab2a-d2dd-abff-eb6a338d0000","_type":"ae3387cc-b875-31b7-b82d-63fd8d758c20"},"cms.content.publishDate":1709520228672,"cms.content.publishUser":{"_ref":"0000017a-865d-d473-a37b-c75d4ddf0000","_type":"6aa69ae1-35be-30dc-87e9-410da9e1cdcc"},"cms.content.updateDate":1709520228672,"cms.content.updateUser":{"_ref":"0000017a-865d-d473-a37b-c75d4ddf0000","_type":"6aa69ae1-35be-30dc-87e9-410da9e1cdcc"},"cms.directory.paths":[],"anchorable.showAnchor":false,"link":{"attributes":[],"cms.directory.paths":[],"linkText":"Crisafulli Estate Planning & Elder Law, P.C.","target":"NEW","attachSourceUrl":false,"url":"https://cepelaw.com/","_id":"0000018e-0758-d3ac-a5ef-177c817d0001","_type":"ff658216-e70f-39d0-b660-bdfe57a5599a"},"_id":"0000018e-0758-d3ac-a5ef-177c817d0000","_type":"809caec9-30e2-3666-8b71-b32ddbffc288"}">Crisafulli Estate Planning & Elder Law, P.C.</a>, helps listeners understand essential aspects of estate planning, probate, and elder law. As a former middle school and high school teacher, Tim makes complex legal concepts easy to understand. The Crisafulli Estate Planning & Elder Law, P.C. serves clients throughout central New York.