Advanced Planning: IRA Maximization Strategy

07/26/2018 - 2:00pm America/New_York

Do you have clients with IRAs that they intend to leave to the next generation? Don't let them make that mistake! Join Morris Pinkowitz, CPA, from Zenith Marketing Group's Advanced Planning Team as he discusses the IRA Maximization Strategy. 

Using this strategy will help you significantly increase the value of an IRA intended for children, grandchildren, or even a favorite charity.