Monthly Q&A with David Eastman
Dave will discuss what documents can be done in advance and why it’s important for you and your loved ones.
For those that own an IRA, how those assets are passed along to a non-spouse beneficiary without the risk of creditor invasion is a serious consideration. Dave will review the landmark decision that was made in 2014 and discuss the new strategies that have been developed to protect retirement assets.
He will review:

Best Practices for those with over $250,000 in retirement assets.
IRA Trusts: What are they and do you need one?
How to stretch your IRA to minimize taxation.
Best ways to pass on your IRA.

Freedom Plaza (Map)
RSVP by filling in the form below, or call (602) 249-1328 (from )

morristrust.com/seminars/146/nov-28th-is-your-ira-protected-qa-with-dave-peoria-az/

• This event has passed.
  November 28, 2018 from 1:30 to 2:30 pm

  November 28, 2018 01:30 to November 28, 2018 02:30
• Freedom Plaza
  13373 North Plaza Del Rio Boulevard, Peoria, AZ

  Directions to event · Directions from event
• Contact Dan R. Morris for more information
  (602) 249-1328
  
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