Tuesday Talk - January 12, 2021

Retirement Finances: 2021 Updates to the Tax Laws and a Review of the SECURE ACT

Speaker: Tamara Telesko, Director of Wealth Planning Strategies, TIAA 

Back by popular demand, Tamara Telesko covered topics related to retirement finances. These included:

·SECURE Act and its impact on your retirement and beneficiary designations

·changes in the estate tax exemptions

·current laws and regulations