How a Trusteed IRA Can Improve Your Retirement Plan

Date: Wednesday, February 3, 2016
Time: 11:45am - 1:00pm
Location: Riverside Country Club (Provo)
Speaker: Lee S. McCullough III

Local Council member, Lee S. McCullough III, managing parter at the Provo law firm McCullough | Sparks will present on the topic of a recently published article in the Utah State Bar Journal: "How a Trusteed IRA Can Improve Your Retirement Plan."

Many individuals and professionals are still unaware of some of the legal developments over the last decade or so that allow much greater flexibility in estate planning when dealing with IRAs.  These particular assets have been traditionally very challenging for an estate planner to work with when creating an estate plan.  The Trusteed IRA can be a valuable tool in your toolbox when counseling clients.  IRAs are quickly becoming a middle-class family's largest asset at retirement.  Make sure you know the options available to them when it comes time to pass that asset on to heirs.

Hope to see you all there!

 

 

See Upcoming Event Calendar