Why NOT to Name a Spouse or Child Beneficiary on Your IRA
An exclusive presentation for financial advisors and attorneys.
CE & CLE pending approval.
Presented by David J. Zumpano, CPA, Esq.
Avoid the 5 Common Mistakes
Trying to avoid income taxes now
Incurring unexpected Excise Taxes
Losing your IRA to Long-Term Care (LTC) costs
Paying Income AND Estate Tax
Naming your beneficiaries as beneficiary
Can’t make it? Watch online!
Oops! We could not locate your form.