Broker Check
11 May
How a Trust can help your IRA beneficiaries

Description

Caught Between Scylla and Charybdis: Is the Only Choice Giving Your IRA to Charity or Paying the Tax?
 

For investors with large IRAs, the SECURE Act has resulted in an Odysseusian sized problem. Today's addition to the DTC IRA Trust Trilogy series explores how a replacement trust may be a solution for preserving your assets.  

Date and Time

Tue, May 11, 2021

5:00p - 6:15p PST

Location

Zoom Call

Note

https://dunham.zoom.us/j/81972498570?pwd=UXhWVFFBcy9hMnpvN1loY2ptRFpTZz09

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