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Overview
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Member Forum Meeting
Networking light breakfast will be served
Using Your IRA to Address Your Wealth Transfer Goals
- IRA proceeds are not governed by wills indicating the need for Trusteed IRAs
- Combining the potential tax advantages of IRAs with the protection and control features of a trust
- Trusteed IRAs can significantly increase what children receive by stretching tax-deferred accumulation
These details and much more will be discussed at the Member Forum.
Sponsored and Hosted by ACG NJ Members:
Mark Reisman and Angelo Zappala
Reisman, Zappala & Associates
Merrill Lynch, Pierce, Fenner and Smith, Inc.
Merrill Lynch, Pierce, Fenner and Smith, Inc.
Location:
Merrill Lynch
208 Harristown Road
Glen Rock, NJ
(Location subject to change)
Hosted by: ACG
Chapter
New Jersey