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Date:
September 23, 2019
Time:
6:00 PM - 7:30 PM
Location:
Dublin Library
Address:
200 Civic Plaza
Dublin, CA 94568
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Disinheriting the IRS from Your Retirement Accounts

Monday, September 23, 2019

Avoid potential tax pitfalls! Retirement accounts such as IRA, 401(k) or 403(b) are subject to a special set of rules. Without proper planning, you may lose a substantial portion of your retirement to unnecessary taxes. Join local author and advisor, John Lau, Certified Financial Planner®, CPA, as he explains the rules you will want to be aware of including: • How to avoid double taxation of your retirement accounts • Why you shouldn’t name your living trust as your IRA’s beneficiary • How to parlay your retirement accounts into a family fortune