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  1. Disinheriting the IRS from Your Retirement Accounts

    September 23, 2019, 6:00 PM - 7:30 PM @ Dublin Library

    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

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