• Thursday, November 12, 2020

  • 10:00 am - 10:45 am

Register Here

Deciding which type of IRA is appropriate for you and your family can be challenging. There are many benefits to consider and pitfalls to avoid when determining if your circumstances and financial needs are best suited to a Roth IRA or traditional IRA.

Additionally, recent provisions such as The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 and the Coronavirus Aid, Relief, and Economic Security (CARES) Act provided new considerations in how you should approach taking Required Minimum Distributions (RMDs) in the context of your overall retirement plan.

Join us to learn more about these retirement vehicles and provisions to enhance your financial goals in 2021 and beyond.


Lori Kirk, CPA
Mark Kelly, CPA, PFS