NAPFA Webinar - Sweeping Tax Law Implications for IRA’s

When:  Sep 30, 2021 from 11:00 to 12:00 (ET)

Presented by: Kelly LaVigne, JD/Vice President, Advanced Markets and Solutions
1 NAPFA CE in E – Retirement Planning, and 1 CFP® CE
Member: Free; Non-Member: $39

With increasing retirement account balances and changes to the RMD age and “stretch” distribution options, it’s important your clients understand tax law changes and consider strategies that can help reduce taxes and leave as much as possible to the surviving spouse and the next generation. This presentation will look at three tax changes, three emerging issues, and five strategies to consider.

Learning Objectives:

  • Understand the three SECURE Act tax changes that can impact your IRA
  • Discover three tax issues as a result of those changes
  • Learn five strategies that might help the client minimize the tax burden on their transfers

This webinar is sponsored by Allianz.

Speaker Bio:

With more than 25 years in the financial services industry, LaVigne has broad experience in Social Security, Medicare, tax and regulatory issues related to IRAs and qualified plans, as well as most areas affecting retirement income and legacy planning.