Join Williams Parker attorneys Colton F. Castro and Alyssa L. Acquaviva for a seminar which will provide IRA account owners with the necessary knowledge to enable them to make informed decisions about how to structure their estate plan and IRA beneficiary designations in a manner that best fits tax planning and personal goals.
TOPICS INCLUDE:
- Wealth management strategies for IRA account owners
- Minimum required distribution requirements and timing
- Tax penalties and how to avoid them
- Tax laws regarding the inheritance of IRAs, including rollovers and beneficiary designations
- Charitable planning involving IRAs
- Structuring an estate plan to maximize the benefits available to IRA account owners and their beneficiaries
Admission is complimentary and breakfast is provided; however, space is limited.
Please RSVP to reserve a space.