Upcoming Chapter Meeting: AAII Twin Cities

Posted on January 15, 2014 | Local Chapters


Date: Wednesday, January 22, 2014
Topic: How to Effectively Incorporate Your IRA Into Your Estate Plan
Speaker: Robert A. McLeod, Attorney/Partner, Lindquist & Vennum LLP

You often hear that a trust can’t be a beneficiary of an IRA, but Robert McLeod will demonstrate in his presentation how that is an incorrect assumption. Learn how to properly incorporate your retirement plan into your estate plan to preserve your wealth for multiple generations.

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