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Date:
November 12, 2019
Time:
10:00 AM - 11:00 AM
Location:
Senior Center
Address:
115 East Prospect Avenue
Danville, CA 94526
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Buzz Session: Disinheriting the IRS from your Retirement Account

Tuesday, November 12, 2019

Without proper planning, the IRS can be the largest beneficiary of your retirement accounts. Retirement accounts such as IRA, 401(k), 403(b), etc are subject to a special set of rules. Without proper planning, you may lose a substantial portion of your retirement accounts to unnecessary taxes. Consequently, careful planning is critical. Join us at this free financial education presentation where you will learn: How to avoid or reduce double taxation on your retirement assets, how to prevent the people from inheriting your IRA, how to plan tax-efficient IRA transfers to your heirs, why you shouldn't name your living trust as your IRA beneficiary and more!