What You Should Know About the New Tax Reform Bill
and Your IRA and 401(k)
Topics we’ll cover include:
• How will the SECURE ACT Legislation impact your retirement?
• How will the new Tax Reform bill impact your bottom line and
retirement nest egg?
• Strategies to help minimize your federal income taxes on your
IRA, 401(k) or other investment accounts.
• The common mistakes you can make when doing an IRA
rollover before or after retirement.
• Is a Roth IRA conversion right for you?
• Learn about the IRA tax trap and how to avoid it.
• The importance of distribution planning (understanding the
rules may allow you to reduce your risk and keep more of your
• How you can potentially turn even a small IRA into a significant
asset for your children or grandchildren.
Date and Time
Thu, Feb 27, 2020
6:30p - 8:30p EST