Free Webinar for Financial Professional Network Members

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“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.

Contact:
Ann Siford
Equity Trust Professional Network
440-323-5491 x255