Transfering Your IRA Assets to Your Heirs

This session will outline the “Stretch IRA," a wealth transfer strategy. It will be conducted by local Certified Financial Planner Mohua Das. Under this strategy, your IRA assets may continue to grow tax-deferred over a number of years with the potential to benefit future generations. This could provide you and your heirs with an income stream over the longest allowable period until the IRA assets are exhausted. Ample time will be provided for a question-answer session.

For Adults, reservations required - 859-231-5570