Join us on Wednesday, January 15th, 2020 at the Lewes Public Library to learn how this new legislation impacts your retirement savings and may warrant changes to your retirement investment strategy. We will be discussing: New Required Minimum Distribution rules, major impacts for IRA beneficiaries, strategies to limit tax impact for future generations, and how Roth IRA conversions may now make sense for certain retirees.
Disclaimer: This event is educational in nature. No specific products will be discussed. No one investment program is suitable for all types of investors. This workshop is for educational and informational purposes only. We need to review your investment objectives, risk tolerance, and liquidity needs before we introduce suitable investment programs for you.