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How to Avoid New Traps and Common Mistakes in Passing on Your IRA or Retirement
August 27, 2020 @ 1:00 pm - 2:00 pmFree
For most Americans, a retirement account is the largest asset they will own when they pass away. The laws around inheriting IRAs and other retirement accounts are complex and fraught with danger – while the opportunities are huge. Learn the crucial steps to ensure your legacy and avoid the new traps and common pitfalls too many others make in passing on these valuable assets. Topics include the new SECURE Act, the CARES Act, IRA Trusts, Roth Conversions, and the mistakes made by almost 90% of heirs.
*Note: All registrants will receive a recording, so sign-up even if you cannot attend live
About the Presenter
Kevin Snyder is a husband, father, and an Orange County estate planning attorney and elder law attorney at Snyder Law, PC in Irvine, California. He’s all about family and passionate about estate planning, elder law, and veterans. He founded Snyder Law to help families from Orange County, Los Angeles County, and Southern California plan to protect what matters most: their loved ones, their dignity, and their legacy.