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  1. Calendar Overlay Senior Events (1)

Senior Events

  1. Buzz Session: Disinheriting the IRS from your Retirement Account

    November 12, 2019, 10:00 AM - 11:00 AM @ Senior Center

    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!

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