Inherited IRA Seminar

If you have ever had any questions about inherited IRAs, please join us! Nicole Newman, estate planning attorney and owner of Newman Law Group, will help provide guidance on how to make these decisions.

Nicole aims to become a trusted source to guide her clients through the complicated and often confusing maze of financial and legal decisions to create plans and ensure the well-being of their families and the accomplishment of cherished family goals.

Her considerable legal expertise includes family protection, wealth preservation and values-based planning. She also provides planning strategies for unmarried couples and divorced individuals. Out of these areas of expertise, Nicole specializes in estate planning.

Prior to opening her practice, Nicole was an associate at a Newport Beach firm that protected high-net worth families and their businesses through the design of sophisticated plans to pass along their assets with maximum protection from estate taxes, lawsuits and probate litigation. In her own practice, she applies those same strategies to people in all financial brackets, knowing that everyone needs and deserves the same access to experienced guidance to protect their families and hard-earned assets.

Join us to hear from Attorney Nicole Newman and learn the answers to these questions:

• What is an IRA?
• What is the “Rule of 72?”
• How can I pass down more wealth to multiple generations of beneficiaries?
• Can I name alternate individuals as my IRA beneficiary and achieve “stretchout?”
• What are the problems caused by naming individuals as beneficiaries?
• How can I maximize both “stretchout” and protection for my family?
• What is an IRA Inheritance Trust?
• What are the pros and cons of an IRA Inheritance Trust?

Enjoy an evening of helpful concepts without any obligations! For more information about the seminar, please contact Macaela Jones at macaela@fanwmg.com or (714) 597-6510.

The material to be discussed is not intended to be a substitute for specific legal advice. We suggest that you discuss your specific situation with a qualified legal advisor.