Retirement Accounts: Planning Optimal Outcomes for Family and Charitable Objectives
Date: Tuesday, May 21, 2019
Time: 3:30pm - 6:30pm
Location: Vineyards Country Club
Speaker: Chris Hoyt
Come to our joint meeting with the Community Foundation for our May Speaker's Meeting with the topic:
Retirement Accounts: Planning Optimal Outcomes for Family and Charitable Objectives
Topics of Discussion:
I. "Retirement Assets for First and Second Marriages: Let the Fun Begin"
II. "Income Tax Savings with Charitable Bequests: IRD and Income-based Bequests"
III. “So, You Wanna Be a Philanthropist?”
