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
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 firstname.lastname@example.org. Events subject to change or cancellation without prior notice.
All Alameda County Library events are free.