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.
Spots are limited
These workshops are strictly educational and do not promote any products or companies. A ‘Hear It. See It. Write It.’ teaching method makes it easy for you to understand, retain and profit from the information covered.
Now more than ever, it is vital to have a plan in place that will help protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your timeand effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.
COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, mask usage, sanitation, and capacity limitations.
With all of the unknowns and the uncertainty of the stock market around election time, one of the biggest things you should remember is to be patient and not to panic.
If you’re comfortable with the amount of risk you are currently exposed to and have the time to ride out whatever may come, you may want to stick it out and see what happens.
1940 W. Pinnacle Peak RoadPhoenix, AZ 85027