Description
Some investor's largest single asset is their IRA. If you fall into that category, then consider attending this workshop. We'll discuss ways to think about generating a cash flow from your IRA, protecting your IRA for your surviving spouse's future benefit, using a trust to own your IRA to protect your heirs, and how to think about protecting your IRA for both your spouse and children in the case of a second marriage. We'll also touch on required minimum distribution rules and incorporating your philanthropy into your IRA distributions in a tax-friendly manner.
Date and Time
Wed, Apr 26, 2023
6:00p - 7:30p EST