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Disinheriting the IRS from your Retirement Accounts

Disinheriting the IRS from your Retirement Accounts

Avoid potential tax pitfalls! 

Retirement accounts such as IRA, 401(k) or 403(b) are subject to a special set of rules. Without proper planning, you may lose a substantial portion of your retirement to unnecessary taxes.

Join local author and advisor, John Lau, Certified Financial Planner®, CPA, as he explains the rules you will want to be aware of including:

• How to avoid double taxation of your retirement accounts
• Why you shouldn’t name your living trust as your IRA’s beneficiary
• How to parlay your retirement accounts into a family fortune

Date:
Monday, September 23, 2019
Time:
6:00pm - 7:30pm
Location:
Virginia Bennett Room
Library:
Dublin Library
Categories:
  Finances, Health, Jobs, Legal  

The Library is wheelchair accessible. An ASL (American Sign Language) interpreter will be provided for this program if requested at least 7 days in advance. For assistance, please contact your library or accessibility@aclibrary.org.  Events subject to change or cancellation without prior notice.

All Alameda County Library events are free.