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Key Planning Strategies For Retirement Accounts - Northern California Center for Estate Planning and Elder Law

Key Planning Strategies For Retirement Accounts

Type: seminar Date: February 12 Time: 02:00 PM - 04:00 PM Venue: Northern California Center for Estate Planning & Elder Law, 2277 Fair Oaks Blvd., Ste. 320, Sacramento,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Northern California Center for Estate Planning & Elder Law DESCRIPTION: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 […] ADDRESS:2277 Fair Oaks Blvd., Ste. 320, Sacramento DTSTART:20150212T140000 DTEND:20150212T160000 URL;VALUE=URI:https://www.norcalplanners.com/seminar/key-planning-strategies-for-retirement-accounts-5/ SUMMARY:Key Planning Strategies For Retirement Accounts LOCATION:Northern California Center for Estate Planning & Elder Law, 2277 Fair Oaks Blvd., Ste. 320, Sacramento, PHONE: DTSTAMP:20211024T075244 UID:617510cc8f4b7 END:VEVENT END:VCALENDAR
      Key Planning Strategies For Retirement Accounts.ics
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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