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The Future of IRA Planning

If you are a person or couple with retirement accounts (IRAs, 401K, 403(b), etc.) of $100,000 or more, you should be aware of the new congressional proposals regarding restrictions on inherited IRAs. The stretch IRA is one of the most valuable planning tools for your children and grandchildren by turning modest IRAs into multi-million dollar assets for heirs. If you want your IRA to not only benefit you, but also help provide for your children while maintaining complete asset protection for the IRA, you will want to attend this program. We will bring you up to date with proposed changes to these laws.

Click the following links to sign up for the other classes:

The Future of IRA Planning 8:30 AM – 9:30 AM
How to Pay for the Cost of Long Term Care: 8:30 AM – 9:30 AM
Trustee Training: The Trust Process 9:45 AM – 10:45 AM
Using Trusts to Protect Your Assets from Long Term Care 9:45 AM – 10:45 AM
Trustee Training: Administration Process 11:00 AM – 12:00 PM
Pre-Planning Your Funeral 11:00 AM – 12:00 PM

If you would like to sign up for multiple classes, please register on each classes’ page or name each class in the comment field in the Registration Form below.