QCD’s? RMD’s? IRA withdrawals? SECURE Act of 2020? Too many acronyms!
You made a good living and saved a lot. Postretirement, how do you make the most
of it? Join us to discuss tax reduction strategies designed to allow WIN, WIN,
LOSE outcome. Reducing current income tax is a WIN for you; allowing your
beneficiaries or charities to receive a greater amount of inheritance is a WIN for
them with the results being IRS loses.
