November 12, 2019
115 East Prospect Avenue
Danville, CA 94526
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!