• Shrink text
  • Enlarge text
  • Mail this page

I Like My Kids, but I Love My Grandkids – Planning With Inherited IRA Trusts

October 23rd, 2014 3:00 pm - 5:00 pm
Location: 6 Kimball Lane, Suite 130, Lynnfield, MA 01940
Thinking about how to provide for your grandchildren in your estate plan while still making sure your children have enough money for their retirement? The inherited IRA laws now make it easier and more attractive to provide substantial wealth to your children and grandchildren through proper IRA planning. Attend this session to learn about the Inherited IRA Strategy, where we will discuss how to keep IRAs growing tax deferred for decades after the death of the IRA owner and help your family address the Social Security crisis.