For many people, their IRA is their largest asset, and did you know that IRAs are different?

• IRAs are the black hole of income & estate tax planning.
• IRAs have their own complex set of distribution rules during life & at death;
• IRAs are infested with taxes and tripwires that can cause you and your heirs to pay significantly more taxes than necessary.

In this information-packed workshop, you will learn how not to pay even more in taxes unnecessarily and unknowingly. You will learn about an impactful mistake that most IRA owners make, and three things to do to avoid this HUGE mistake!

Stay current on the latest rules impacting your IRA and 401(k) contributions, withdrawals, and inheritances. As if planning for the future were not fraught enough, new legislation often comes along and changes up the rules. Although it might seem like you need to be an expert to navigate the new rules, most people need to be aware of only a few changes. In this class we outline these changes so that you can easily determine what will apply to you!