Free Webinar for Financial Professional Network Members
CPAs, Attorneys and Financial Advisors Join Today and You Can Access...
“Making the IRA Worth Inheriting”
Presented by Michael J. Jones, CPA
Partner, Thompson Jones, LLP
Wednesday, December 2, 2009 at 2:00 p.m. ET
Since the inception of IRAs, they have long been thought of as a retirement planning tool. But with the guidance and expertise of a professional, the IRA becomes a powerful estate planning tool. And, with the 2010 Roth conversion fast approaching, the Roth IRA gives individuals the opportunity to leave their heirs a benefit that’s more valuable than a dollar of cash according to Michael J. Jones, CPA and partner with Thompson Jones LLP. Michael describes it as “providing heirs with a lifetime of tax-free returns, which are the Holy Grail of investing.” Join Michael as he covers the myths, realities and deadlines impacting clients creating and inheriting IRAs.
Topics on the Webinar include:
- Debunking the myth that “upon my death, my IRA will be taxed to death.” The reality: Stretchout ROCKS! (and why)
- Five common beneficiary designations and their effect on stretchout
- Surviving spouse IRA rollovers even though a trust or an estate is named as IRA beneficiary
- Six deadlines that must go on your post-mortem checklist
Register for the Equity Trust Financial Network to get more details and sign-up for this exclusive webinar. Our Professional Financial Network and Online Resource Center puts you in touch with like-minded professionals. Access education and resources to establish yourself as a self-directed IRA and retirement plan expert to build your business.
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