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The AAII Twin Cities Chapter presents...


"Leave Wisely, Inherit Wisely"

    Discussed by:

    Roger C. Kruse
    Founding Partner, FFP Wealth Management

Americans have accumulated about $17 trillion of tax-deferred retirement plan assets, which are added as taxable income in the year of distribution. Have you considered the post-life income tax implications for your heirs? Retirement plan owners often choose a maximum retirement plan tax-deferral strategy, resulting in larger and larger distributions at death. Traditional estate planning is based on avoiding probate and estate taxes, while not considering the income tax aspect of transferring IRA and other retirement plan assets.

Attend This Meeting and Learn...
How to avoid excess income taxes on IRA, 401(k) or annuity assets you might inherit or bestow
How to defend owners and their heirs from inadvertent errors that permanently deplete estates
About government strategies to take even more from retirement plans at the owner’s death

  MEETING DETAILS
Date:
Thursday, May 22, 2014
Time:
7:00 p.m.    Registration/Refreshments
7:15 p.m.    Program
8:15 p.m.    Q&A
Location:
Eisenhower Community Center in Hopkins
1001 Highway 7
Hopkins, MN 55305
[ Map This Location ]
Payment:
In Advance (by 5/19)
AAII Members and Family, $10/person;
Non-members, $12/person; students, $5/person
Members’ children are welcome as guests at no fee.
At the Door
space permitting
Everyone, $15/person
No Refunds

  SUBGROUPS

Subgroups
Systematic Investing SIG
The Systematic Investing SIG meets the third Tuesday of each month at 7 p.m. at Lee Wenzel’s home (8666 Westwind Circle, Eden Prairie). Topics and discussions vary. Send an email to Joseph Ferens at jferens@comcast.net to get on the email announcement list for each meeting; RSVP your attendance to Lee@WenzelAnalytics.com so that we have handouts and chairs for everyone.

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