Financial & Legal Issues Group (FLG) is designed to permit greater depth and continuity of discussion to facilitate problem solving and resource identification of retiree's financial and legal issues. UMRA sponsored various workshops on financial and legal issues in recent years, since the UMRA Board of Directors approved the creation of a Financial & Legal Issues Group in 2017.
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UMRA events.
Contact Andy Whitman, FLG facilitator, at [email protected] or 612-747-6015 with topic suggestions and/or to contribute experiences or resources.
Four sessions are scheduled for fall of 2023 and spring of 2024. All sessions will be online and in a Carlson classroom (TBD). Registration is required. A link to the zoom recording will be posted on the UMRA web-site after each session.
Tax Efficient Distributions to Family and Charities
Monday, September 18, 2023, 9:45am, to 11:30am. Registration is required.
Presenter: Andy Whitman, PhD. JD, UMN Professor of Insurance
Estate Planning
Monday, November 6, 2023, 9:45am to 11:30am. Registration is required.
Presenters:
Andy Whitman, PhD. JD, UMN Professor of Insurance
Matt Guttman, Estate Planning Attorney
Tax Update: Act Now! Year-end tax planning session
December 13, 2023 – 11:45a to 1:30pm. Registration is required.
Presenters:
Andy Whitman, PhD. JD, UMN Professor of Insurance
Representative from a CPA firm
When Will the Medicare Advantage Bubble Burst?
May 6, 2024, 12:45PM to 1:30 PM. Registration is required
Presenters:
Andy Whitman, PhD., UMN Professor of Insurance
Kip Sullivan, author and health policy advisor to Health Care for All Minnesota
This session will update the May 8, 2023 session.
Upcoming Events
The documents noted for this event specify your managers and can minimize income taxes now, and estate taxes.
Topics include tax changes; tax reducing moves required now and tax management in 2024 & 2025.
News
Long Term Care Insurance class
Event Date:Funding Long Term Nursing care as an ongoing issue. There are a number of factors that will determine if LTC insurance is right for you – your age, health, retirement goals, income and assets. More...
Tax efficient distributions to family and charities
Event Date:This presentation was recorded at Carlson School. Topics included IRS compliant ways to make qualified charitable distributions (QCD) from your IRA or rollover IRA; funding gifts to Minors and other gifts; plus more. More...
When Will the Medicare Advantage Bubble Burst?
Event Date:Recording spreads awareness to rein in the Medicare Advantage (MA) privatized system, and protect traditional Medicare funding. More...