June 15-16 ,2019
Profit from the advice of some of the leading global investment and trading experts during 30+ presentations streamed live from The MoneyShow Seattle.
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Managing IRAs, especially during the distribution years, can be tricky and complex. IRAs often are among the most valuable assets of most families, and there are many choices and strategies available. Too many people don't use the optimum strategies or unwittingly violate IRS rules. The result is thousands of dollars in unnecessary taxes and penalties. Robert Carlson will cover required distributions, estate planning, what beneficiaries need to know, the best ways to take distributions, conversions to Roth IRAs, and more.