Broker Check
17 July
SECURE your IRA from the New Death Tax


The SECURE Act (1.0 and the recent 2.0 version) is the biggest piece of retirement planning legislation in over a decade and it contains both opportunities and pitfalls.  For those people who are proactive, it's a great opportunity to revise your income, tax and estate plans to your favor.  For those who are complacent, in essence, you are signing a contract to have less income, pay more tax and leave your heirs with less!

Anyone who has done a good job saving for retirement with "pre-tax" dollars, i.e., in an IRA,  401(k), 403(b), etc. should register for our Webinar today to learn how the SECURE Act, in combination with the 2017 Tax Cuts and Job Act sets the stage for you to potentially reduce your taxes by 15% - 25% when your withdraw from your IRA in a strategic way.


Date and Time

Wed, Jul 17, 2024

6:30p - 7:30p EST




Event Registration

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