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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

Monday, September 23, 2019
6:00pm - 7:30pm
Virginia Bennett Room
Dublin Library
  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.