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IRAs Impacted by the SECURE Act: What to Do Now!

Wednesday, February 19, 2020
2:30 PM, 5:00 PM
Hosted By:

Congress passed the SECURE Act on December 20th, 2019 which will begin to impact IRAs starting 1/1/2020! This workshop is designed to provide an explanation of the new rules as well as important strategies for investors who have IRAs for both wealth creation and estate distribution.

Some of the key areas that we will focus on:

  • What to do now that the "stretch IRA" has been eliminated
  • Importance of ROTH IRAs and how they may fit into the overall planning
  • What are new the rules regarding Required Minimum Distributions
  • How does this affect Qualified Charitable Distributions
  • Additional tax planning ideas and cautions

We expect to have future workshops on this important topic so if we've reached capacity (or date/time doesn't work), please contact Teresa.Davis@hefren.com for notification of upcoming sessions.

 

 

North Hills Office
12570 Perry Highway,
Wexford, PA 15090

Register to Attend

There is no charge to attend this seminar but space is limited. Please submit the form or call 888-405-0990 to reserve your space.

Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills. MEMBER SIPC.