Thanks so much for coming to my presentation for the Charles E Smith Jewish Day School Professional Advisor Seminar!
Click the links/images below to download a copy of the presentation materials:
November/December 2014 Newsletter – Qualifying a Trust as the Designated Beneficiary of a Stretch IRA
Qualifying a “See Through” Trust as an IRA-Designated Beneficiary – Conduit or Accumulation?
Congress Fires Warning Shot at Stretch IRAs, Threatens 5-Year Rule for All
Eliminating Small RMDs and Killing the Backdoor Roth – Key Retirement Proposals Under President Obama’s FY2016 Budget