IRA Protection for the Kids

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April 7, 2016

Protect Your IRA for Your Kids & from Their Creditors

April 7, 2016 at 6:00 pm - 7:00 pm
MAC Center, Mitch Park, 2733 Marilyn Williams Drive
Edmond, United States
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Want your Kids to Inherit Your IRA? If You Don't Plan, this could happen: Your kids can cash out your IRA. Your IRA isn't safe from your kid's bankruptcy, divorce or creditors. Your IRA might end up in probate court, even if you have a trust. But with planning your IRA can be a continuing legacy by insuring that it will enjoy tax deferred benefits for them. It can provide a continuing income stream and be protected from creditors and…

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May 5, 2016

Inherited IRA how to Stretch & Protect it for Your Kids

May 5, 2016 at 10:00 am - 11:00 am
MAC Center, Mitch Park, 2733 Marilyn Williams Drive
Edmond, United States
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Without planning, your IRA is subject to several risks including loss to bankruptcy, creditor and divorce.  Many children may cash out IRAs and lose the opportunity for cash deferred growth. Hear how Heidi lost a $300,000 inherited IRA because it wasn't protected. You can protect against these consequences. Presented by Richard Winblad,

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IRAs and Your Kids, How to Protect It After It is Inherited

May 16, 2016 at 6:00 pm - 7:00 pm
MAC Center, Mitch Park, 2733 Marilyn Williams Drive
Edmond, United States
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Without planning, your IRA is subject to several risks including loss to bankruptcy, creditor and divorce.  Many children may cash out IRAs and lose the opportunity for cash deferred growth. Hear how Heidi lost a $300,000 inherited IRA because it wasn't protected. You can protect against these consequences. Presented by Richard W

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April 6, 2017

IRAs, 401ks, TSPs, Spouse’s and Kid’s Inheritance

April 6, 2017 at 6:00 am - 7:00 pm
MAC Center, Mitch Park, 2733 Marilyn Williams Drive
Edmond, United States
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In this workshop you will discover why just using a beneficiary designation may lead for trouble for your kids or your spouse.  Discover how to extend the tax deferred benefits of an IRA, 401k or TSP.  Learn how to protect this asset from creditors and predators such as divorcing spouses.

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