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August

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2022

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  1. Calendar Overlay Library iCal (1)
  2. Calendar Overlay Planning Commission Meetings (1)

Library iCal

  1. Proposed IRS Rules on Required Minimum Distributions: What Every Large IRA Owner Needs to Know

    August 23, 2022, 2:00 PM - 3:00 PM
    @
    San Mateo Main

    On February 23rd, the Internal Revenue Service released proposed regulations under the Setting Every Community Up for Retirement Enhancement (SECURE) Act. In this exclusive in-Person seminar, John Lau CPA, CFP® will review some of the key changes in the proposed rules, including: How the proposed regulations contradict the industry’s interpretation of the 10-year rule for post RMD beneficiaries Which designated beneficiates must take annual RMDs under the 10-year rule What is the definition of a ‘minor’ for RMD purposes? Considerations for making trusts the beneficiaries of retirement accounts. Accumulation vs conduit trusts Roth conversion considerations. Presented by John Lau CPA, CFP®. John is the Managing Director of LFS Wealth Advisors, a comprehensive wealth management firm serving the San Francisco Bay Area. He is the founder of Financial Aptitude Training (FiAT), a 501(c)(3) non-profit organization dedicated to teaching financial literacy to the general public through his popular and highly regarded public seminars.

Planning Commission Meetings

  1. Planning Commission Regular Meeting

    August 23, 2022, 7:00 PM
    @

    Hybrid meeting: Please see Public Meeting Portal for details.

    More Details
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