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IRA Estate Planning

February 2, 2016

By: Brian M. Clay, CFP®, CMFC® & Darren Northam, CFP®, CMFC®

IRAs & Estate Planning: How to Avoid the Most Common Pitfalls

  • El Segundo Office
    Brian M. Clay, CFP®, CMFC®
    222 N. Pacific Coast Hwy.
    Suite 2000
    El Segundo, CA 90245
    Phone: (310) 662-4700
    E-Mail: [email protected]
  • Sherman Oaks Office
    Brian M. Clay, CFP®, CMFC®
    15260 Ventura Blvd.
    Suite 1200
    Sherman Oaks, CA 91403
    Phone: (310) 662-4700
    E-Mail: [email protected]
  • Huntington Beach Office
    Darren Northam, CFP®, CMFC®
    16400 Pacific Coast Hwy
    Suite 207
    Huntington Beach, CA 92649
    Phone: (562) 431-9988
    E-Mail: [email protected]
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Clay Northam Wealth Management, LLC

Advisory services offered by Clay Northam Wealth Management, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. The information presented on this website is for general informational purposes only and should not be construed as personalized investment advice or as an offer, solicitation, or recommendation to buy or sell any specific security, product, or service. Past performance is not indicative of future results. All investments carry risk, including the potential loss of principal. Insurance products and services are offered through Brian Clay (#0D10660) and Darren Northam (#0B87286) who are independent licensed insurance agents.