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Protecting Your IRAs from Creditors, Predators and Excess Taxes & Penalties - Northern California Center for Estate Planning and Elder Law

Protecting Your IRAs from Creditors, Predators and Excess Taxes & Penalties

Type: seminar Date: September 23 Time: 02:00 PM - 04:00 PM Venue: Our Office, 2277 Fair Oaks Blvd., Suite 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:This client only 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 […] ADDRESS:2277 Fair Oaks Blvd., Suite 320 , Sacramento, CA 95825 DTSTART:20150923T140000 DTEND:20150923T160000 URL;VALUE=URI:https://www.norcalplanners.com/seminar/protecting-your-iras-from-creditors-predators-and-excess-taxes-penalties/ SUMMARY:Protecting Your IRAs from Creditors, Predators and Excess Taxes & Penalties LOCATION:Our Office, 2277 Fair Oaks Blvd., Suite 320 , Sacramento, CA 95825, Sacramento, CA, PHONE: DTSTAMP:20211024T074903 UID:61750fefd05d0 END:VEVENT END:VCALENDAR
      Protecting Your IRAs from Creditors, Predators and Excess Taxes & Penalties.ics
This client only 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. Light refreshments will be served.  
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