September 30, 2022
Oak Room, 1st Floor
Retirement accounts make up a large part of many people’s estates; unfortunately, many IRA owners and their advisors are not familiar with the complicated tax laws regarding distributions from retirement accounts.
Discover among other things how IRAs are different from other accounts, how the SECURE Act has changed beneficiary planning, as well as how an IRA Beneficiary Trust may save income and estate tax. Space is limited – Masks Required. Registration required.
Remote: Please see Public Meeting Portal for details.