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SUMMARY:(LITX67/27) Use IRS Rules to Get the IRS Out of Your Retirement
DESCRIPTION:Event Description\nYour clients with IRAs\, 401(k)s\, 403(b)s or other qualified accounts have a big tax bill coming their way.  They will face: \nRequired Minimum Distributions.Growing tax bill as accounts grow.Beneficiaries with the tax burden for required account liquidation within 10 years. \nThe IRS is in control.  In this session learn a little known strategy that will: \nReduce your client’s tax bill.Minimize market risk.Increase Legacy.Put clients back in control of their money.
URL:https://sc.cpa/event/litx67-27-use-irs-rules-to-get-he-irs-out-of-your-retirement/
CATEGORIES:Unknown Format
ORGANIZER;CN="Mary Read%2C CPC%2C QPA%2C CPFA%2C CBS":MAILTO:mary.read@penegra.com
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