Free Webinar

SECURE Your IRA from The New Death Tax (Updated for 2.0)

About the Webinar

The SECURE Act’s impact on retirement accounts has resulted in many being unaware and unprepared, causing many pitfalls in planning opportunities. Join us for a webinar on May 19th at 6:30 PM (EST), for an overview of these abrupt changes that congress has imposed on retirement accounts. 

A result of this legislation will be a windfall for the IRS at the expense of you and your beneficiaries, and time is of the essence as we enjoy historically low income and estate tax rates. In this webinar, you will discover forward-looking planning, which will save you time, headache, and taxes.

​​​​​​​We'll be covering topics such as:

  • Beneficiary Planning​​​​​​​

  • Partial Roth Conversions​​​​​​​

  • Qualified Charitable Distributions​​​​​​​

  • Life Insurance​​​​​​​

  • And much more!​​​​​​​

  • Joseph Disalvo

    Webinar Host

  • Marie Madarasz

    Webinar Host

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