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10 Things to Check When the Trust is a Beneficiary

By Peggy Jane Fisher, CEA, CLTC, CFP Your new client comes to you with an established Traditional IRA. The new client tells you their trust is the beneficiary of the IRA. Confirm there is a reason they want to control the asset after death. The main reason for having your trust as an IRA beneficiary is […]

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Upcoming Events

Sep 08

September 2016 General Breakfast Meeting

September 8 @ 7:00 am - 9:00 am
Torrance CA United States
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October 2016 General Breakfast Meeting

October 13 @ 7:00 am - 9:00 am
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Dec 08

December 2016 General Breakfast Meeting

December 8 @ 7:00 am - 9:00 am
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January 2017 General Breakfast Meeting

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