Explore Alternative Strategies to Reduce Income Tax on Retirement Distributions
Congress passed, effective January 1, 2020, the SECURE act. This law has completely changed the distribution rules of your retirement accounts. This workshop will discuss the SECURE act in great detail; discuss alternative strategies to reduce your income tax and to pass, to your beneficiaries, your remaining retirement account values in the most tax efficient way. It will explore the relationship between IRA withdrawals, taxability of Social Security and Medicare part B payments.
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