The SECURE Act & CARES Act - What You Need to Know

Online via Zoom
The SECURE Act - how it affects your retirement savings and distributions.

The SECURE Act took effect January 1st, 2020 and the CARES Act went into place on March 27th, 2020.  Gerald Townsend will be highlighting how these two laws impact you in the following areas:

  • Required Minimum Distributions (RMDs)
  • Change in age for IRA contributions
  • Inherited IRAs
  • Charitable distributions from IRAs
  • Penalty-free withdrawals from IRAs
  • Trusts as beneficiaries
  • 529 Plans
  • Recovery rebates
  • Business loans

Due to ongoing "stay-at-home" restrictions and for everyone's safety, we are changing the seminar to an online format.  Please sign up using the form below and we will send you an invitation to join us via Zoom.

If you have questions, please email or call (919) 782-9689.