and how it may impact you.
In December of 2019, The SECURE Act was signed in to law. Among its provisions are some sweeping changes to the way retirement accounts are handled upon the death of the account owner.
This presentation will explain in understandable terms the provisions of The SECURE Act, and how its passage may impact your retirement planning. Learn strategies to maximize your retirement savings and reduce taxes paid by your beneficiaries. Questions about RMD’s?
This is the workshop to attend.