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The Secure Act (Presented By: Craig Ferrantino, CWS®, CFF®)

May 11 @ 7:00 pm - 8:00 pm EDT

Secure Act

5/11/20227:00pm EDT1 hour
We have been fielding many questions lately regarding the impact of the Secure Act on retirement accounts, specifically Inherited IRAs and Required Minimum Distributions. Since there seems to be a good amount of confusion and misinformation out there, we decided to create a special 30-minute webinar called “The Secure Act and Inherited IRAs” to go over these major changes so we can best help navigate what this means to you and your financial future.

This webinar will review:
• The history of the Secure Act and other retirement planning legislation
• The Elimination of the Stretch IRA
• Interpreting the 10-year rule for those inheriting qualified accounts
• Estate preparation considering these changes
• What you need to know as an inheritor

Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated.

Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Individual needs vary and require consideration of your unique objectives and financial situation.

We have been fielding many questions lately regarding the impact of the Secure Act on retirement accounts, specifically Inherited IRAs and Required Minimum Distributions. Since there seems to be a good amount of confusion and misinformation out there, we decided to create a special 30-minute webinar called “The Secure Act and Inherited IRAs” to go over these major changes so we can best help navigate what this means to you and your financial future.

This webinar will review:
• The history of the Secure Act and other retirement planning legislation
• The Elimination of the Stretch IRA
• Interpreting the 10-year rule for those inheriting qualified accounts
• Estate preparation considering these changes
• What you need to know as an inheritor

Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated.

Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Individual needs vary and require consideration of your unique objectives and financial situation.

Secure Act

4/27/20229:00am EDT30 minutes
We have been fielding many questions lately regarding the impact of the Secure Act on retirement accounts, specifically Inherited IRAs and Required Minimum Distributions. Since there seems to be a good amount of confusion and misinformation out there, we decided to create a special 30-minute webinar called “The Secure Act and Inherited IRAs” to go over these major changes so we can best help navigate what this means to you and your financial future.


This webinar will review:
• The history of the Secure Act and other retirement planning legislation
• The Elimination of the Stretch IRA
• Interpreting the 10-year rule for those inheriting qualified accounts
• Estate preparation considering these changes
• What you need to know as an inheritor

Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated.

Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Individual needs vary and require consideration of your unique objectives and financial situation.

Details

Date:
May 11
Time:
7:00 pm - 8:00 pm EDT
Event Categories:
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