New Secure Act Rules from The IRS: What They Are and How to Help Safeguard Your Estate from Taxes

The IRS surprised the tax planning world with new interpretations of the Secure Act, including changes that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. This will impact Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account.

The Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act, includes significant provisions and changes related to tax-advantaged retirement accounts. The parts of the SECURE Act that will most immediately impact average Americans are its new guidelines around inherited IRAs and around traditional IRA contributions.

The good news is there are steps you can take to reduce the potential damage to your estate under these changes.

You are invited to enjoy lunch and learn about the new Secure Act rules from The IRS, what they are and how to help safeguard your estate from taxes on Wednesday, June 23rd, 2021 at 11AM. During this Lunch & Learn we will cover:

  • The IRS surprised the tax planning world with new interpretations of the Secure Act
  • Your kids may have to CONTINUE taking RMDs from YOUR IRAs
  • See how little known uses of life insurance can help save your family on taxes after death
  • Roth IRAs aren’t safe from the Secure Act either, come see why!

Our Fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Our Company, Senior Financial Security, Inc., has served our clientele in The Villages community and surrounding areas over 29 years.

Let our 29 years of experience and location in The Villages community educate you!

*Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.