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The Proposed IRA Stretch Rules and the Impact on Planning Transfer

Tuesday, November 19, 2019, 7:30 AM


The Proposed IRA Stretch Rules and the Impact on PlanningTransfer Date: November 19, 2019 Keith Herman and Christine Alsop Time: Breakfast 7:30, Program 8:00 am -9:00 am Guest Speaker: Christine Alsop and Keith A. HermanAbout the talk: On May 23, 2019, the House passed the SECURE Act which contains far-reaching modifications of the "stretch" IRA rules. The proposals accelerate IRA distributions and accordingly taxes on inherited IRAs for non-spouses. If passed, these new rules will have a significant impact in planning that has incorporated the stretch provisions. In this session,Christine and Keith will discuss the impact on planning these new provisions might have, including the effect on minors and those with special needs who rely on government benefits. Passport - $0.00 Members - $0.00 Guests - $35.00 Member bring a friend free - $0.00

Cost: $0 - $35.00
Tickets: https://naifa-st-louis.ticketleap.com/wealthtransfer111919/

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1050 Des Peres Road
Saint Louis, MO 63131

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