The recently passed SECURE Act made sweeping changes in many areas of retirement benefits. Learn more about the increased age to begin taking required minimum distributions and many other changes to retirement and college savings accounts. Understand new IRA contribution rules in retirement and related qualified charitable distribution impacts. Discover how the acceleration of income taxation will impact many beneficiaries and trusts,
including a new class of beneficiaries and exceptions to the new rules. We’ll cover planning ideas to combat the tax consequences including beneficiary designation ideas, the relevance of converting wealth to more tax-friendly legacy assets such as Roth IRAs and strategies for those with charitable inclinations. Arrive 15 minutes early to sign in.
This event will be held on the Medical School Campus, Moore Auditorium. Will change to an online event if necessary.