The CARES Act of 03/27/2020 and the SECURE Act of 12/20/2019 have significant impacts to individual IRA and retirement accounts. Some of the changes are taxpayer friendly while others are not.
Join presenter John Lau, CFP® and CPA, for this live webinar on Tuesday, April 21st @10:00 am PDT. John will decode the new legislation and will offer new planning ideas for your retirement accounts. Registration is required to join this live webinar; the access link will be emailed to you upon registration.