Change Location × San Francisco

    Recent Locations

      Free Workshop: Disinheriting the IRS from Your Retirement Accounts in San Ramon


      • Free Workshop: Disinheriting the IRS from Your Retirement Accounts Photo #1
      1 of 1
      April 23, 2018

      Monday  12:30 PM - 2:00 PM

      100 Montgomery Street.
      San Ramon, California 94583

      Map
      Performers:
      • No Performers Listed
      EVENT DETAILS
      Free Workshop: Disinheriting the IRS from Your Retirement Accounts

      Without proper planning, the IRS can be the largest beneficiary of your retirement accounts. Join local author and advisor John Lau, Certified Financial Planner™, CPA, with a M.S. in taxation, as he explains the rules you will want to be aware of to avoid potential tax pitfalls including:

      • How to avoid or reduce double taxation on your retirement assets.
      • How to prevent the wrong people from inheriting your IRA.
      • How to parlay your retirement accounts into a family fortune.
      • How to plan tax-efficient IRA transfers to your heirs.
      • Why you shouldn’t name your living trust as your IRA’s beneficiary.

      Presented in collaboration with the San Ramon Public Library, Financial Aptitude Training, California Society of CPAs, and LFS Asset Management.

      Check-in starts at 12:15pm.

      Register online:
      https://www.lfsfinance.com/disinheriting-the-irs-workshop-registration-4-23-18-is-cal/
      Or call (650) 401-4662, or email: dcason@fiatprogram.org
      Diana Cason
      Financial Aptitude Training

      Categories: Education | Business & Networking

      Event details may change at any time, always check with the event organizer when planning to attend this event or purchase tickets.
      COMMENTS ABOUT Free Workshop: Disinheriting the IRS from Your Retirement Accounts