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Schedule a Consultation 410.461.3900

WEBINAR – Trust as Beneficiary of an IRA: Yes or No?
Greetings!
Using a trust as a beneficiary of an IRA has always been a popular planning technique. With the passage of the Secure Act in 2019 and lower individual tax rates, does it still make sense? What are the pitfalls of continuing to do so?
 
Join BWFA for an interactive workshop and let us answer your questions and provide insight into the pros and cons of using a trust as an IRA beneficiary.
Webinar
Tuesday, February 22, 2022 from 11:45 AM to 1:00 PM EST
 
TOPICS WILL INCLUDE:
  • How can I protect my beneficiaries and assets?
  • Multi-generational wealth provided by trusts
  • Possible higher taxation – trust tax brackets are higher than individuals
  • Accelerated distribution – loss of tax deferral (Secure Act requires 10 years)
  • Loss of multiple beneficiary tax planning
PRESENTERS:
Managing Director, Wealth Management
& Executive Manager
CPA, MST, CFP®, CIMA®
Senior Tax & Planning Advisor
We hope you can join us!
Sincerely,


Robert Carpenter

President and CEO

BWFA is a Fee-Only/Fiduciary Advisor.

For questions or help registering please contact,

Cortney Caronna | Client Associate | BWFA | emailus@bwfa.com | 410-461-3900

BWFA is proud to offer several webinars every week on a variety
of financial topics as well as lifestyle and wellness topics.
Webinars are complimentary and are easily accessed through Zoom.
Feel free to forward this email to your friends and family who may be interested
as well, they can virtually participate from anywhere in the world!
Additionally, if you’d like to schedule a complimentary consultation via
phone or Zoom, please contact us using emailus@bwfa.com.
 
View and signup for Upcoming Webinars at the link below.
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