February 11, 2025
The Top 16 IRA Rules You Must Know
Veterans Memorial Building (VMB) • 115 E. Prospect Avenue Danville, CA 94526 Organized by TOWN OF DANVILLE
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About this event
Description
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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.
Rules include:
- Outstanding rollovers, transfers, and QLAC's
- 5 year rules confusion after death
- Creditor/Bankruptcy protection of IRAs
- Year of death distribution. Who takes it?
- Two different 5 year rules for Roth IRAs
- Spousal beneficiary designation for IRA and company plans. How they differ.
Age Category
Senior
Location
VMB: Community Hall C at Veterans Memorial Building (VMB)
Instructor
Super Soccer Stars Staff
Town Volunteers
Age and Gender
Ages 50-99 · Co-Ed