Retirement plans like IRAs and 401k plans are a unique asset that can cause serious problems when inherited. This presentation explains the differences between qualified retirement plans and the Inherited IRA, and how to provide for income tax deferral and asset protection for your spouse, partner, children or other heirs.

NOTE: Because of legislation pending in the United States Congress that may seriously impact the distribution of retirement plans at the death of the owner, I am suspending any further Retirement Plan Trust Seminars until the final legislation is either passed or rejected. If you wish to view the Retirement Plan Trust Seminar, please be advised that Congress may change many of legalities set forth in the presentation in 2017.

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  1. Law Offices of Robert P Bergman
    Law Offices of Robert P Bergman says:

    NOTE: Because of legislation pending in the United States Congress that may seriously impact the distribution of retirement plans at the death of the owner, I am suspending any further Retirement Plan Trust Seminars until the final legislation is either passed or rejected.

    If you wish to view the Retirement Plan Trust Seminar, please be advised that Congress may change many of legalities set forth in the presentation in 2017.

    Reply

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