Tax Planning for Your Retirement Accounts (Secure Act)
The Clark Group Asset Management
Helping you maximize your life through wealth planning.
About 4 years ago, congress passed a law called the SECURE Act that substantially impacts retirement accounts moving forward, especially for certain beneficiaries once the account owner passes away.
Then in 2022, congress passed another bill called the SECURE Act 2.0 (real original!), which also came with a lot of new curveballs ...With the recent passing of the SECURE Act 2.0, there are new rules around retirement accounts like 401ks and IRAs, as well as several other areas of your financial situation. These changes are significant, and in our opinion, allows for a lot of planning opportunities. Finally, the Tax Cuts and Jobs Act may expire at the end of 2025, which means taxes might go higher from current levels...
The Clark Group is hosting an educational webinar to discuss these tax laws and ways to plan around them for your retirement and investment accounts. We could spend at least an hour on each bill, but instead are going to highlight key points around these laws and potential planning options. The webinar will be roughly an hour long and we will cover mostly the SECURE Act 2.0 and a small portion on the TCJA. When: Wednesday, March 27th at 4:00 PM Where: Zoom (must register to receive the webinar link) Webinar Registration - Zoom
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Disclosure: This webinar is strictly educational and is NOT intended to be financial or tax advice. Please consult your tax advisor before implementing ANY of the topics discussed during the webinar.
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