(Oct 9th) Learn More About Your Retirement Assets. Minimize Income Taxes for Your Beneficiaries (Phoenix, AZ)

Type: seminar Date: October 9 Time: 01:00 PM - 02:00 PM Venue: MH Phoenix Office, 7600 N. 16th Street, Suite 105, Phoenix,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:MH Phoenix Office DESCRIPTION:Special Seminar with David Eastman. Retirement Assets (IRA, 401k, 403b, 457 plan accounts) can have potential issues. Four years ago, the U.S. Supreme Court sent shockwaves through the estate planning community with its landmark decision in Clark v. Rameker.  It held that once an IRA is inherited by a non-spouse beneficiary, it is no longer considered […] ADDRESS:7600 N. 16th Street, Suite 105 DTSTART:20181009T130000 DTEND:20181009T140000 URL;VALUE=URI:https://morristrust.com/seminars/oct-9th-learn-more-about-your-retirement-assets-minimize-income-taxes-for-your-beneficiaries-phoenix-az/ SUMMARY:(Oct 9th) Learn More About Your Retirement Assets. Minimize Income Taxes for Your Beneficiaries (Phoenix, AZ) LOCATION:MH Phoenix Office, 7600 N. 16th Street, Suite 105, Phoenix, PHONE: DTSTAMP:20210925T211624 UID:614f91a814607 END:VEVENT END:VCALENDAR
      (Oct 9th) Learn More About Your Retirement Assets. Minimize Income Taxes for Your Beneficiaries (Phoenix, AZ).ics
Special Seminar with David Eastman.

Retirement Assets (IRA, 401k, 403b, 457 plan accounts) can have potential issues. Four years ago, the U.S. Supreme Court sent shockwaves through the estate planning community with its landmark decision in Clark v. Rameker.  It held that once an IRA is inherited by a non-spouse beneficiary, it is no longer considered a retirement asset and can be given to creditors in bankruptcy.  This decision has wide-ranging effects on the protection of retirement assets; furthermore, serious income tax consequences.  New strategies have been developed to protect retirement assets from creditors and to minimize income taxes for your beneficiaries. 

If you have over $250,000 in retirement assets, we encourage you to attend this free seminar to see if your estate might benefit by implementing these new strategies to protect your retirement accounts.

MH Phoenix Office (Map)    

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

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