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(Oct 4th) IRA Q&A with Jon. Laws Regarding Retirement Assets (Sedona, AZ) - Morris Hall, PLLC

(Oct 4th) IRA Q&A with Jon. Laws Regarding Retirement Assets (Sedona, AZ)

Type: seminar Date: September 1 Time: 10:00 AM - 11:00 AM Venue: Mary D. Fisher Theatre, 2030 W State Route 89A, Ste A-3, Sedona,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Mary D. Fisher Theatre DESCRIPTION:Monthly Q&A with Jon Jon will discuss the 2014 US Supreme Court decision regarding retirement assets.  Owning an Individual Retirement Account (IRA) is a common way to save for retirement. 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 […] ADDRESS:2030 W State Route 89A, Ste A-3 DTSTART:20180901T100000 DTEND:20180901T110000 URL;VALUE=URI:https://morristrust.com/seminars/oct-4th-ira-qa-with-jon-laws-regarding-retirement-assets-sedona-az/ SUMMARY:(Oct 4th) IRA Q&A with Jon. Laws Regarding Retirement Assets (Sedona, AZ) LOCATION:Mary D. Fisher Theatre, 2030 W State Route 89A, Ste A-3, Sedona, PHONE: DTSTAMP:20210620T023542 UID:60cea97e2ffdb END:VEVENT END:VCALENDAR
      (Oct 4th) IRA Q&A with Jon. Laws Regarding Retirement Assets (Sedona, AZ).ics
Monthly Q&A with Jon Jon will discuss the 2014 US Supreme Court decision regarding retirement assets.  Owning an Individual Retirement Account (IRA) is a common way to save for retirement. 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. Jon will review the landmark decision that was made in 2014, as well as discuss the new strategies that have been developed to protect retirement assets. He will also review:
  • Best  practices for those with over $250,000 in retirement assets.
  • IRA Trusts: What are they and who needs one? 
Mary D. Fisher Theatre  (Map) RSVP by filling in the form below or call (928) 778.2655
Event is due and cannot be registered at the moment