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PRODID:-//ChamberMaster//Event Calendar 2.0//EN
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DTSTART:20160831T010000Z
DTEND:20160831T020000Z
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SUMMARY:Estate Planning with Retirement Assets
DESCRIPTION:With IRA and defined contribution plan assets reaching a record $14.0 trillion*\, integrating estate\, retirement and tax planning has become more important than ever. Finding and implementing the most effective strategies for these tax advantaged assets can be a challenge. Merrill Lynch working together with U.S. Trust can help.\nCome to our seminar entitled Estate Planning with Retirement Assets: How Trusteed IRAs from U.S. Trust Can Help to See:\n\n\n	Why naming a trust as the beneficiary of an IRA may not be the most effective wealth transfer planning technique.\n	How a Trusteed IRA from U.S. Trust can help you preserve the tax advantages of retirement assets for as long as possible.\n	How a Trusteed IRA can help you simplify planning and administration for you.\n\n\n* Investment Company Institute estimate as of September 30\, 2014.\n\nMerrill Lynch\, U.S. Trust and their affiliates do not provide legal\, tax or accounting advice. Clients should consult their legal and/or tax advisors before making any financial decisions.
X-ALT-DESC;FMTTYPE=text/html:With IRA and defined contribution plan assets reaching a record $14.0 trillion*\, integrating estate\, retirement and tax planning has become more important than ever. Finding and implementing the most effective strategies for these tax advantaged assets can be a challenge. Merrill Lynch working together with U.S. Trust can help.\n<p><span style="font-size:18px"><strong>Come to our seminar entitled <em>Estate Planning with Retirement Assets: How Trusteed IRAs from U.S. Trust Can Help </em>to See</strong></span>:</p>\n\n<ul>\n	<li>Why naming a trust as the beneficiary of an IRA may not be the most effective wealth transfer planning technique.</li>\n	<li>How a Trusteed IRA from U.S. Trust can help you preserve the tax advantages of retirement&nbsp\;assets for as long as possible.</li>\n	<li>How a Trusteed IRA can help you simplify planning and administration for you.</li>\n</ul>\n\n<p>*&nbsp\;Investment Company Institute estimate as of September 30\, 2014.</p>\n\n<p>Merrill Lynch\, U.S. Trust and their affiliates do not provide legal\, tax or accounting advice. Clients should consult their legal and/or tax advisors before making any financial decisions.</p>\n
LOCATION:Oakland Metropolitan Chamber of Commerce 475 14th Street\, Suite 100 Oakland\, CA 94612
UID:e.1392.8507
SEQUENCE:3
DTSTAMP:20260515T001526Z
URL:https://business.oaklandchamber.com/events/details/estate-planning-with-retirement-assets-08-30-2016-8507
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