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Event Details

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Date:
June 27, 2017
Time:
2:00 PM - 3:00 PM
Location:
Oak Room, 1st Floor
Address:
San Mateo Main Library
55 W. Third Avenue

San Mateo, CA 94402
Contact:
(650) 522-7818
Cost:
Free

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Disinheriting the IRS From Your Retirement Account

Tuesday, June 27


Without proper planning, the IRS can be the largest beneficiary of your retirement accounts.  Outside of your personal residence, your retirement account portfolio may very well be the largest asset group in your estate. At this presentation, discover:

• How to avoid or reduce double taxation on your retirement assets
• How to plan tax-efficient IRA transfers to your heirs
• How a five-step action plan may help protect retirement savings from tax
• Why you shouldn't name your living trust as your IRA's beneficiary

Register online prior to attending.

Workshop presented by John Lau, principal and Managing Director of LFS Asset Management (Registered Investment Advisor) and LFS Tax Services. John is a Certified Financial Planner®, CPA, and volunteers for FiAT, a local Financial Literacy program. John is a published author and his latest book is titled "A Race Between Time and Money".


San Mateo City Hall – 330 West 20th Avenue, San Mateo, CA 94403

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