EventMar12

Informational Webinar: The “SECURE” Act – How It May Impact Your Retirement

  • Thursday, March 12, 2020

  • 11:00 am - 11:30 am

  • Online Webinar

Register Here

Background:
The “Setting Every Community Up for Retirement Enhancement” Act, known as the SECURE Act, is the most significant retirement legislation since 2006. The SECURE Act went into effect on January 1st, 2020. SECURE is designed to help more people save for retirement. The new law brings about several changes that affect both individuals and employers, but what exactly are the changes? And how will it impact you?

Register today to hear Lori Kirk, CPA, a Shareholder with KatzAbosch, address this legislation’s impact on retirement plans.

Learning Objectives Include:

  • Understand the new changes related to IRAs and 401(k)s
  • Identify the new and extended income tax provisions
  • Recognize how the law impacts 529 College Savings Plans

This bill will have many ripple effects on how families all over the country plan for retirement and their estates. Are you confident that you will maximize these rules to your advantage? Now is a great time to join us for the webinar to reevaluate— or create for the first time— a financial plan so that you can be prepared for the next chapter of your financial future.

Learn More About Our Presenter:

 

 

 

 

 

 

 

Lori Kirk, CPA
Shareholder
KatzAbosch

Lori Kirk, a Shareholder with KatzAbosch, joined the firm in 1989. She is the Chairperson of the firm’s Estate Administration Services Group and a member of the Tax Department. She is a subject matter expert in Estates, Gifts & Trusts, and is a frequent speaker for various groups and organizations, including the firm’s popular Social Security Seminar.