Attend a workshop taught by attorneys Ronald G. Greening and Jeffrey M. Harris to learn more about:
The new IRA rules that affect tax-deferred plans
The five options that you have for beneficiary: advantages and disadvantages of each
How naming your beneficiary in the right way can let you turn even a modest tax-deferred account into millions for your family
How your choice of beneficiaries will affect how long the tax-deferred growth can continue after you die
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.