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IRA Workshop - Northern California Center for Estate Planning and Elder Law

IRA Workshop

Type: seminar Date: November 13 Time: 02:00 PM - 04:00 PM Venue: Our Office, 2277 Fair Oaks Blvd., #320 Sacramento, CA 95825, Sacramento, CA,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Our Office DESCRIPTION:Suite 320 Lite refreshments will be served. This educational workshop will focus on the IRS rules that allow for the “stretchout” of payments from IRAs which are inherited. There are many technical rules which must be met, but, when they are, substantial financial benefits can be achieved. A very recent U.S. Supreme Court decision will […] ADDRESS:2277 Fair Oaks Blvd., #320 Sacramento, CA 95825 DTSTART:20141113T140000 DTEND:20141113T160000 URL;VALUE=URI:https://www.norcalplanners.com/seminar/ira-workshop/ SUMMARY:IRA Workshop LOCATION:Our Office, 2277 Fair Oaks Blvd., #320 Sacramento, CA 95825, Sacramento, CA, PHONE: DTSTAMP:20211027T221630 UID:6179cfbef16ad END:VEVENT END:VCALENDAR
      IRA Workshop.ics
Suite 320 Lite refreshments will be served. This educational workshop will focus on the IRS rules that allow for the “stretchout” of payments from IRAs which are inherited. There are many technical rules which must be met, but, when they are, substantial financial benefits can be achieved. A very recent U.S. Supreme Court decision will also be discussed whereby a beneficiary of an inherited IRA lost the inheritance when she filed bankruptcy. With proper planning, this problem could have been avoided.
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