Please register for the zoom link:
COVID-19 changed everything. Now, more than ever, People are looking for guidance on the Big Rollover Decision many will need to make. SECURE Act and other recent tax changes could also impact the options available. During this Webinar, you will learn about:
- Important Considerations for Tax, Retirement and Estate Planning in post-2020 world
- The 17 Questions to ask before Rollover Decision
- Strategies to manage tax liabilities after the SECURE Act elimination of most lifetime stretch IRA s
- Tactics for Maximizing the tax benefits of the lump-sum contribution option
.....and much more from Ed Slott!
ED SLOTT on Morning Star interview: