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Retirement Planning Opportunities and the SECURE Acts
March 18 @ 12:00 pm - 1:00 pm
Tuesday, March 18 | 12:00 PM – 1:00 PM | The Hub, 3215 Porter Drive
Retirement planning is evolving, and staying informed is essential for securing your financial future. Recent changes under SECURE Acts 1.0 and 2.0 introduce new opportunities for optimizing savings, managing required minimum distributions (RMDs), and planning for long-term wealth transfer.
Join Kevin Hansen, CFP®, CRPC®, for an informative session on how these updates impact retirement accounts. Key topics include:
- Inherited retirement account distributions – What’s changed and how to plan
- RMD updates – New rules for IRAs and employer-sponsored plans
- Higher catch-up contributions – Maximizing savings potential
- 529 rollovers to Roth IRAs – A new long-term wealth transfer strategy
Whether you’re just starting or refining your plan, this session will provide practical insights to navigate the latest IRS regulations. Don’t miss it!
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