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How the SECURE Act affects your retirement

  • Tuesday, October 20, 2020, 6:00 PM - 8:00 PM

The Setting Every Community Up for Retirement Enhancement (SECURE) Act became a law as of Jan. 1, 2020. The new legislation brings changes for long-term retirement savings and affects Americans at every age. The bill itself is the product of a bipartisan effort to make retirement savings more accessible for less-advantaged people.

This virtual workshop will cover the newly-enacted SECURE Act and strategies to protect retirement savings from taxation. You’ll learn how the SECURE Act changes your planning strategies as it relates to putting money into employer plans and IRAs? Protect your retirement funds now to avoid the heavy tax hit later. Attend this training session to learn more! The key points are:

  • Eliminating Stretch IRA
  • Changes to Required Minimum Distributions
  • Impact on your legacy

This workshop will be presented by H&H Financial Group.


Cornell University, Steuben County, United Way and any related businesses, employees, and etc with them are independent of and not affiliated with nor endorsed by H&H Financial Group or its staff, nor NYLIFE Securities LLC or any affiliates. This is an educational and informational insurance sales seminar offered by H&H Financial Group at no cost. Neither H&H Financial Group, its staff nor NYLIFE Securities LLC or its agents/affiliates provide tax, legal or accounting advice. Please consult your own professionals for tax, legal or accounting advice. H&H Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates. Kyle Herrington, Manda Lewis, Luke Herrington, Colton Herrington, Scott Hurlbut, & Rordan Hart Registered Representatives of & offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency; 375 Woodcliff Drive, Fairport, NY 14450; (585) 248-6700. Financial Advisors offering Investment Advisory Services through Eagle Strategies LLC, A Registered Investment Advisor.

Contact

Nancy Reigelsperger
Financial/Energy Education
nmr23@cornell.edu
(607) 664-2573

Location

This event is online

Last updated September 29, 2020