Tuesday Talk - February 25, 2020

Taxing Matters. A Review of Estate Planning Matters and How the SECURE ACT May Impact Your Retirement and Estate Plan

Speaker: Tamara Telesko, Director of Wealth Planning Strategies, expert on legal and tax issues

The talk covered two main topics: the SECURE Act and Estate Planning. For the SECURE Act, the focus was on the changes to the minimum distribution rules, changes to restrictions on contributing to individual retirement accounts and changes in how non-spouse beneficiaries inherit retirement accounts. For Estate Planning, the focus was on how property passes to beneficiaries, various estate documents, estate and gift tax rates, state estate tax and/or inheritance taxes and disclaimer planning.

Event Recording