Succession Planning for Retirement Accounts typically involves two (2) goals or concerns.  First, deferral of income tax.  The key is for the retirement account to remain income tax-deferred for the longest period of time.  This is accomplished when your children or other beneficiaries are able to keep the retirement account tax-deferred until they attain the age of 70.5.  Second, creditor, lawsuit, and divorce protection.  The US Supreme Court ruled only a few months ago that an inherited IRA is not entitled to any asset or creditor protection.

You may need an IRA Inheritance Trust in addition to your Living Trust!

The Goralka Law Firm is conducting a FREE Webinar addressing these concerns.

 MONDAY, NOVEMBER 10th 5:30 PM - 7:30 PM

TUESDAY, NOVEMBER 25th 5:30 PM - 7:30 PM 

Call (916) 440-8036 or click HERE to sign up online to RSVP!

IRA Invite Page 1.800

IRA Invite Page 2.800

Be the first to comment!
Post a Comment