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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans

“Rollovers and Transfers for Employer Plans and IRAs: Before and after death legalities and practical tips"

  • 20 Oct 2016
  • 22 Oct 2016
  • 36th Annual Tax & Estate Planning ForumManchester Grand Hyatt Hotel, San Diego, California

One seemingly simple mistake can erode years of tax deferred savings. Mistakes include those that are made when moving assets between retirement accounts.  During this presentation, attendees will learn how to avoid these mistakes, and where possible, correct mistakes that have been made.

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Grayson, GA 30017

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