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Protecting Your Retirement Accounts - Northern California Center for Estate Planning and Elder Law

Protecting Your Retirement Accounts

Type: seminar Date: January 28 Time: 02:00 PM - 04:00 PM Venue: Sacramamento Office, 2277 Fair Oaks Blvd, Ste. 320, Sacramento, CA 95826, Sacramento,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Sacramamento Office DESCRIPTION:This workshop is for our clients and their invited guests only. It will focus on the various means to efficiently take distributions from your IRAs and other retirement accounts during your life and after death. It also will address IRS rules that allow for the “stretchout” of payments from IRAs which are inherited and methods […] ADDRESS:2277 Fair Oaks Blvd, Ste. 320, Sacramento, CA 95826 DTSTART:20160128T140000 DTEND:20160128T160000 URL;VALUE=URI:https://www.norcalplanners.com/seminar/protecting-your-retirement-accounts/ SUMMARY:Protecting Your Retirement Accounts LOCATION:Sacramamento Office, 2277 Fair Oaks Blvd, Ste. 320, Sacramento, CA 95826, Sacramento, PHONE: DTSTAMP:20210802T114944 UID:6107dbd89773e END:VEVENT END:VCALENDAR
      Protecting Your Retirement Accounts.ics
This workshop is for our clients and their invited guests only. It will focus on the various means to efficiently take distributions from your IRAs and other retirement accounts during your life and after death. It also will address IRS rules that allow for the “stretchout” of payments from IRAs which are inherited and methods in which an heir’s share can be protected from creditors and predators. There are many technical rules which must be met, but, when they are, substantial financial benefits can be achieved. A 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. Map Link
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