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Disinheriting the IRS from Your Retirement Accounts

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San Ramon Library - Contra Costa County Library

100 Montgomery Street

San Ramon, CA 94583

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the rules you will want to be aware of to avoid potential tax pitfalls, including double taxation of your retirement accounts.

About this Event

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. 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 wrong people from inheriting your IRA.

• How to parlay your retirement accounts into a family fortune.

• How to plan tax-efficient IRA transfers to your heirs.

• Why you shouldn’t name your living trust as your IRA’s beneficiary.

Join presenter Matt Lau, Investment Advisor Representative and Certified Financial Planner™ professional, as he explains the rules you will want to be aware of to avoid potential tax pitfalls, including double taxation of your retirement accounts.

Registration is required, register here https://www.lfsfinance.com/disinheriting-the-irs-workshop-registration-s-ramon-lib-10-24-19-cal/ Or call (650) 401-4662, or email: dcason@fiatprogram.org

Check in begins at 5:45 pm

Presented in collaboration with the San Ramon Library, Financial Aptitude Training, and California Society of CPAs.

Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. LFS Asset Management and Fortune Financial Services, Inc. are separate entities and are not affiliated .

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Date and Time

Location

San Ramon Library - Contra Costa County Library

100 Montgomery Street

San Ramon, CA 94583

View Map

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