Description
During this class we will tell you what you need to know to benefit now and protect you and your heirs later. We’ll cover:
– Secure Act changes
– Secure Act 2.0 changes
– RMD’s and what to do now
– Tax planning in light of these changes
– Protecting your heirs under drastically different rules for inheriting money
– How to plan as four recent tax laws all overlap
– Preparing for the automatic tax increase with the “sunset provision” of the Jobs and Tax Act
– How to manage money as change accelerates
