IRA/401K: The Five Beneficiary Options

Attend a workshop taught by attorneys Ronald G. Greening and Jeffrey M. Harris to learn more about:

arrow The new IRA rules that affect tax-deferred plans
arrow The five options that you have for beneficiary: advantages and disadvantages of each
arrow How naming your beneficiary in the right way can let you turn even a modest tax-deferred account into millions for your family
arrow How your choice of beneficiaries will affect how long the tax-deferred growth can continue after you die
arrow How your choice of beneficiaries can affect how much your family will have to pay in estate taxes

The class consists of a half-hour to one-hour session. Attendees will receive the opportunity to schedule a complimentary private consultation with one of the attorneys concerning their planning in Texas.

The Greening Law Firm, P.C. serves clients in Austin, Georgetown, Bee Cave, Lakeway, Lake Travis, Round Rock, Cedar Park, Pflugerville, Temple, Hutto, Leander, Manor, Dripping Springs, Blanco, Wimberley, San Marcos, Bastrop, Elgin, Westlake and Central Texas.