Tax & Estate Planning for IRAs After the SECURE Act
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!
When: Wednesday March 11, 2020
Time: 2:00 PM
Subject Area: Tax & Estate Planning; Retirement Planning
Where: 20 El Camino Real, Redwood City, CA 94062