Estate Planning with Retirement Assets
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.
Come to our seminar entitled Estate Planning with Retirement Assets: How Trusteed IRAs from U.S. Trust Can Help to See:
- Why naming a trust as the beneficiary of an IRA may not be the most effective wealth transfer planning technique.
- How a Trusteed IRA from U.S. Trust can help you preserve the tax advantages of retirement assets for as long as possible.
- How a Trusteed IRA can help you simplify planning and administration for you.
* Investment Company Institute estimate as of September 30, 2014.
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.
Date and Time
Tuesday Aug 30, 2016
6:00 PM - 7:00 PM PDT
Tuesday, August 30th @ 6:00pm
Location
Oakland Metropolitan Chamber of Commerce
475 14th Street, Suite 100
Oakland, CA 94612
Fees/Admission
Free Admission
Enjoy the complementary wine and cheese
Contact Information
Al Fuentes
Send Email
Printed courtesy of www.oaklandchamber.com/ – Contact the Oakland Metropolitan Chamber of Commerce for more information.
300 Frank H. Ogawa Plaza, Oakland, CA 94612 – (510) 874-4800 – officemanager@oaklandchamber.com