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Seminars and Events

Seminar

Tax & Estate Planning for IRAs After the SECURE Act

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Course Description

On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which went into effect on January 1, 2020, is the most impactful legislation affecting retirement accounts in decades. If you have retirement accounts that you wish to pass on to the next generation, it is essential to know how the SECURE Act affects you and what you can do to make sure your beneficiaries are protected. This seminar will discuss the changes in the law and go over critical estate planning tools you will want to take advantage of. Space is extremely limited. Register today!

Seminar Details

When: Wednesday March 11, 2020

Time: 2:00 PM

Cost: Free

Subject Area: Tax & Estate Planning; Retirement Planning

Where: 20 El Camino Real, Redwood City, CA 94062

Why Choose Our Firm

Our counsel is distinguished in our profession for many reasons. One that we pride ourselves the most in, is the fact that our professionals are experienced and totally committed to tending to each and every one of our client's estate needs and concerns.

20 El Camino Real
Redwood City, CA 94062
(650) 727-0900
Mon, Tue, Wed, Thu, Fri: 09:00am - 05:00pm

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