Make plans to join the conversation where we will discuss the key items in the SECURE Act and the possible impact to your retirement and legacy planning goals.
Key takeways and retirement planning opportunities:
1. Expanded opportunities to make IRA contributions
2. The rising tax environment and its' effects on your Required Minimum Distribution
3. Legacy planning rules amidst the elimination of the "Stretch IRA"
4. Advantages and disadvantages of Roth IRA Conversions
5. How to develop a Retirement Income Plan designed with Legacy in mind
Join the Zoom Meeting
Upon registration you will receive the Login ID
Presenter- Gina Goree Hitchens, RICP, MBA
Your Retirement Income Certified Professional
Date and Time
Tue, Jun 23, 2020
11:30a - 12:30p CST