Lessons On Roth IRA Conversion And Utilizing An IRA Inheritance Trust™
Estate Planning Attorney Richard Dayton presents at an educational and informational workshop organized by the HSBC Mountain View Branch for HSBC PREMIER Clients on Roth Conversion and IRA Inheritance Trust.
Online, June 18, 2010 (Newswire.com)
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Contact: Richard Dayton
Telephone No. : 408-437-7570
Email: [email protected]
Website: www.TaxAndEstatePlanners.com
San Jose, Cupertino, Mountain View, Saratoga, Los Altos, Los Gatos, California - June 10, 2010 The Dayton Law Firm
San Jose Estate Planning Attorney Richard Dayton was invited to present in an educational and informational workshop organized by the HSBC Mountain View Branch for HSBC PREMIER Clients on Roth Conversion and IRA Inheritance Trust.
Rich Dayton explained the importance of Roth IRA conversion and explored utilizing an IRA Inheritance Trust™ as an efficient wealth transfer tool.
Richard C. Dayton has been a practicing attorney in California since 1998. He is a Certified Specialist in Estate Planning, Trust, and Probate Law. He is also a Department of Veterans Affairs accredited attorney since 2009.
Richard Dayton is a trusted estate planning attorney by hundreds of clients in the Bay Area including San Jose, Santa Clara, Sunnyvale, Mountain View, Cupertino, Saratoga, Los Altos, Los Gatos, Palo Alto, Milpitas, Fremont, San Mateo and San Francisco.
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Tags: estate planning, HSBC Bank, roth ira