WEBINAR
Non-spouse IRA beneficiaries lost a major tax break when the SECURE Act eliminated the ability to “stretch” required distributions over the course of their lifetime. To fill the void, we’ll address a number of planning strategies to achieve your legacy goals while leaving a smaller tax bill for your heirs.
Presenters:
Run Time:
37:33
John J. Sciarrone, CFP®, is joined by Edward Birk for this medicare webinar. With over 41 years of experience as an insurance broker, Ed will share essential information to help you navigate Medicare with confidence.
Aging in place or move? What is the best option for you? In this webinar, we examine some of these critical considerations in retirement planning and answer some of your questions.
In today’s ever-evolving financial landscape, staying informed about the latest tax strategies and updates is crucial. Our webinar will provide you with insights into how you can optimize your finances as we approach the end of 2024.
With offices across Pennsylvania, Ohio, Georgia, and Florida and clients in over 40 states, JFS Wealth Advisors can work with you one-on-one, virtually or in person, no matter where you live.
