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
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.
Are you ten years from retirement and feeling uncertain about where you are in your financial goals? It’s normal to feel overwhelmed and unsure about retirement planning. In our webinar, we’ll discuss important things you need to do when you’re ten years away from retirement and help guide you through strategies that help to maximize your savings, empower you to make wise investment decisions, and put plans in place for a fulfilling retirement.
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.
