Contact us: financialtips@rscapital.com or (650) 344-1700
Contact us: financialtips@rscapital.com or (650) 344-1700
Retirement accounts make up a large part of many people’s estates; unfortunately, many IRA owners and their advisors are not familiar with the complicated tax laws regarding distributions from retirement accounts.
Why is this? Because retirement accounts are different!
Therefore, you must separate the retirement accounts from the rest of your estate and establish a proper plan for distribution of these assets. Although many individuals have established complex planning strategies, many have not addressed the planning issues of IRA and other retirement plans. IRAs are often referred to as “the Missing Estate Plan” because the rules can be complex and therefore it is easy to cause mistakes, and careful planning is necessary to avoid the Triple Tax syndrome of possibly losing 75% of your IRA value to taxes.
At this live workshop, John Lau will show you:
Presented in collaboration with the Los Altos Community Center.
John is a Principal and Managing Director at Robertson Stephens’ San Ramon and Burlingame offices in the San Francisco Bay Area. John and his team specialize in retirement distribution planning, serving clients in or near retirement. John’s team uses a total-solution approach to planning, including income tax reduction, estate conservation, portfolio management, and retirement distribution planning. John is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®) professional. John is a public speaker on financial topics and has authored numerous financial books and booklets, including Winning the Retirement Race Between Time and Money; What Should I Do Before Anything Happens to Me; Suddenly Single; IRA Survival Guide After the SECURE Act, and more.
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