• Wednesday, November 10, 2021

  • 10:00 am - 11:00 am

  • This webinar will be held on the GoToWebinar platform


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 provided new considerations in how you should approach taking Required Minimum Distributions (RMDs) in the context of your overall retirement plan. Plus, we will discuss the proposed tax legislation changes the administration is putting forward that may impact it as well.

Join us to learn more about these retirement vehicles and provisions to enhance your financial goals in 2022 and beyond.


Lori Kirk, CPA, Shareholder at KatzAbosch

Mark Kelly, CPA, PFS, Director at KatzAbosch