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April 19, 2018
6:30 PM - 7:30 PM
Oak Room, 1st Floor
San Mateo Main Library
55 W. Third Avenue
Disinheriting the IRS From Your Retirement Account
Thursday, April 19, 2018
Without proper planning, the IRS can be the largest beneficiary of your retirement accounts. At this free financial education presentation, discover strategies that may help protect your retirement savings from the IRS including:
How to avoid or reduce double taxation on your retirement assets.
How to plan tax-efficient IRA transfers to your heirs.
How to parlay your retirement accounts into a family fortune.
Why you shouldn't name your living trust as your IRA's beneficiary.
prior to the event.
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."
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