The New IRA (SECURE Act) Regulations - How They Will Affect You!
| Dates: | August 11, 2026 |
|---|---|
| Meets: | Tu from 6:00 PM to 7:30 PM |
| Location: | Kenmore Junior Senior High rm 118 |
| Cost: | $15.00 |
There are still openings remaining at this time.
What are all the changes? How much can you contribute? What are the different
kinds? Where to invest and the financial choices. How long can you continue to
make contributions? When do you have to start taking money out, called RMD’s,
and how frequently can it be taken? How to increase your RMD’s and have them
be guaranteed for life. How to coordinate RMD’s between multiple accounts and
be IRS compliant. How to not pay taxes on RMD’s. What are QCD’s, why you
should take advantage of them and how to implement them to reduce your taxes.
Beneficiaries and the new stretch rules, the exceptions, etc. We will also cover
401k and 403b plans and their rules. Bring your questions.
kinds? Where to invest and the financial choices. How long can you continue to
make contributions? When do you have to start taking money out, called RMD’s,
and how frequently can it be taken? How to increase your RMD’s and have them
be guaranteed for life. How to coordinate RMD’s between multiple accounts and
be IRS compliant. How to not pay taxes on RMD’s. What are QCD’s, why you
should take advantage of them and how to implement them to reduce your taxes.
Beneficiaries and the new stretch rules, the exceptions, etc. We will also cover
401k and 403b plans and their rules. Bring your questions.
| Fee: | $15.00 |
|---|
Kenmore Junior Senior High rm 118
Sanford Seide