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San Jose, CA

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"The IRA Retirement Trust: Passing on an Inherited IRA to Your Heirs with Income Tax Deferral and Asset Protection"

Saturday, Nov 23, 2013 11:00a to 12:15p

In this seminar, you will find out about the following:

The “Inherited IRA:” How your IRAs and other retirement plans are passed on to your children and other heirs when you die.

How to pass on your IRAs and other retirement plans to your children or other heirs in a way that defers income taxation as long as possible.

How to provide asset protection for an inherited IRA by building a "Castle" around it, helping prevent it from being lost through financial mismanagement, drug, alcohol, or gambling
… Show more

Created by rpbergman

Location & Nearby Info
Law Offices of Robert P. Bergman
1777 Saratoga Ave., Ste. 208
San Jose, CA 95129
(408) 247-0444
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