Succession Planning for Retirement Accounts/IRA Inheritance Trust Webinar

By, John M. Goralka
Sacramento, CA

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!

Estate Tax Sacramento Lawyer

Estate Tax Sacramento Lawyer Goralka

John Goralka is the lead attorney and founder of the Goralka Law Firm, P.C., and is an experienced Sacramento estate planning and tax planning lawyer. For help in Sacramento with estate planning, business planning or tax planning, please contact our office.

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