Thank you for attending my June 2023 presentation for Central Virginia FPA!
Further Reading Materials:
- November/December 2014 – 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
- Volume 3 2018 - Modern Estate Planning For Affluent Couples: Planning Strategies To Maximize Step-Up In Basis