Contact us: financialtips@rscapital.com or (650) 344-1700
Contact us: financialtips@rscapital.com or (650) 344-1700
According to estimates by the Investment Company Institute and Federal Reserve Board, total US retirement assets were $39.9 trillion as of March 31, 2024, up 4.3 percent from December 2023. Retirement assets accounted for 33 percent of all household financial assets in the United States at the end of March 2024. Unfortunately, retirement accounts are different from regular non-retirement accounts, and they are subject to many different types of taxes and penalties upon death, which is often referred to as the “triple tax syndrome”. Although many individuals have established complex planning strategies, such as revocable living trusts, irrevocable life insurance trusts, etc., many have not addressed the complex tax and estate planning issues of retirement accounts.
At this workshop, the presenter will go through the top 16 IRA rules you must know to avoid your retirement accounts being annihilated by the tax man. A sample of the rules include:
Presented in collaboration with the San Mateo Public Library.
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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