(Nov 28th) Is Your IRA Protected? Q&A with Dave (Peoria, AZ)

Type: seminar Date: November 28 Time: 01:30 PM - 02:30 PM Venue: Freedom Plaza, 13373 N Plaza del Rio Blvd, Peoria,
Google Map
  • + Calendar
    • Google Calendar
    • Outlook Calendar
    • Download ICS File
    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Freedom Plaza DESCRIPTION:Monthly Q&A with David Eastman Dave will discuss what documents can be done in advance and why it’s important for you and your loved ones. For those that own an IRA, how those assets are passed along to a non-spouse beneficiary without the risk of creditor invasion is a serious consideration. Dave will review the landmark decision that was made in 2014 and […] ADDRESS:13373 N Plaza del Rio Blvd DTSTART:20181128T133000 DTEND:20181128T143000 URL;VALUE=URI:https://morristrust.com/seminars/nov-28th-is-your-ira-protected-qa-with-dave-peoria-az/ SUMMARY:(Nov 28th) Is Your IRA Protected? Q&A with Dave (Peoria, AZ) LOCATION:Freedom Plaza, 13373 N Plaza del Rio Blvd, Peoria, PHONE: DTSTAMP:20210925T211244 UID:614f90cc4dc34 END:VEVENT END:VCALENDAR
      (Nov 28th) Is Your IRA Protected? Q&A with Dave (Peoria, AZ).ics

Monthly Q&A with David Eastman

Dave will discuss what documents can be done in advance and why it's important for you and your loved ones.

For those that own an IRA, how those assets are passed along to a non-spouse beneficiary without the risk of creditor invasion is a serious consideration. Dave will review the landmark decision that was made in 2014 and discuss the new strategies that have been developed to protect retirement assets.

He will review:

  • Best Practices for those with over $250,000 in retirement assets.
  • IRA Trusts: What are they and do you need one?
  • How to stretch your IRA to minimize taxation.
  • Best ways to pass on your IRA.

Freedom Plaza (Map)    

RSVP by filling in the form below, or call (602) 249-1328

Event is due and cannot be registered at the moment