SECURE Act – Seminar

Type: seminar Date: March 10 Time: 12:00 PM - 02:00 PM Venue: Axis Estate Planning, 755 W. Big Beaver Road, Troy,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Axis Estate Planning DESCRIPTION:If you follow the news, you’ll likely have heard about the SECURE Act. SECURE stands for “Setting Every Community Up for Retirement Enhancement” and puts many things in place intended to strengthen retirement security across the country. Prior to this Act, most estate planning strategies involving IRAs were intended to stretch out beneficiary distributions to […] ADDRESS:755 W. Big Beaver Road DTSTART:20200310T120000 DTEND:20200310T140000 URL;VALUE=URI:https://axisattorneys.com/webinar/secure-act-seminar/ SUMMARY:SECURE Act – Seminar LOCATION:Axis Estate Planning, 755 W. Big Beaver Road, Troy, PHONE: DTSTAMP:20211202T223603 UID:61a94a53c759e END:VEVENT END:VCALENDAR
      SECURE Act – Seminar.ics
If you follow the news, you’ll likely have heard about the SECURE Act. SECURE stands for “Setting Every Community Up for Retirement Enhancement” and puts many things in place intended to strengthen retirement security across the country. Prior to this Act, most estate planning strategies involving IRAs were intended to stretch out beneficiary distributions to delay the income tax on your IRA and allow it to be received by your beneficiary at a steady pace over time. Under the SECURE Act, many of your beneficiaries may be required to take their full inherited IRA amount within 10 years following your death. This means they could face larger income taxes. As a result of these changes, your trust may no longer achieve your desired financial and estate planning goals and should be reviewed as soon as possible to see if updates are needed. Please attend our seminar to learn about these changes and how they might affect you.
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