Congress just passed the “Secure Act,” causing major changes in the way you may withdraw your IRA or other retirement benefits. In addition, the new law will drastically affect how your children and grandchildren will inherit what is left of those retirement benefits. The result: the way you have set up who receives your IRA when you pass away may not work the way you intended it to.
Come to our FREE workshop – exclusively for our clients and their friends – and learn how the new law will impact you and your family. More importantly, learn what you can do to minimize the impact of the new law for you and your family. It is extremely important that you attend!