Upcoming Chapter Meeting: AAII Twin Cities


Date: Thursday, May 22, 2014
Topic: Leave Wisely, Inherit Wisely
Speaker: 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.

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