IRA Beneficiary

Event Details

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

  1. Trying to avoid income taxes now

  2. Incurring unexpected Excise Taxes

  3. Losing your IRA to Long-Term Care (LTC) costs

  4. Paying Income AND Estate Tax

  5. Naming your beneficiaries as beneficiary


Can’t make it? Watch online!



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