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SUMMARY:Retirement Planning Opportunities and the SECURE Acts
DESCRIPTION:Tuesday\, March 18 | 12:00 PM – 1:00 PM | The Hub\, 3215 Porter Drive  \nRetirement 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. \nJoin Kevin Hansen\, CFP®\, CRPC®\, for an informative session on how these updates impact retirement accounts. Key topics include: \n\nInherited retirement account distributions – What’s changed and how to plan\nRMD updates – New rules for IRAs and employer-sponsored plans\nHigher catch-up contributions – Maximizing savings potential\n529 rollovers to Roth IRAs – A new long-term wealth transfer strategy\n\nWhether you’re just starting or refining your plan\, this session will provide practical insights to navigate the latest IRS regulations. Don’t miss it! \nRegister NOW
URL:https://srp.med.stanford.edu/event/retirement-planning-opportunities-and-the-secure-acts/
LOCATION:The Hub (3215 Porter Drive)\, 3215 Porter Drive\, Palo Alto\, California\, 94304
CATEGORIES:In Person
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