SECURE Act Seminar Series – Canceled

March 18, 2020

Canceled: Strategies to Maximize Benefits Received From Your Retirement Savings Under the Newly Enacted SECURE Act

You’ve worked for years to save for retirement.  Knowing how to best position withdrawals from your retirement accounts for you and your beneficiaries is equally critical.

The recently enacted SECURE Act greatly impacts qualified retirement plans and individual retirement accounts.  The most significant impact on individuals relates to the rules governing required distributions from tax-deferred retirement accounts, including IRAs.

Join Davis|Kuelthau tax, trust and estate planning attorneys, Gini Hendrickson, Mark Kmiecik, and Ann Rieger, for an informative, complimentary presentation discussing the new law, its impact on beneficiaries in various real-life scenarios, and planning considerations for realignment of your retirement plan strategies under the SECURE Act.  A Q&A on the SECURE Act legislation that became effective January 1, 2020, will be included.

For more information, please contact Sara Reynolds, Marketing Project Specialist at 414.225.7510 /