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06 Feb
Tax Seminar: Taxes, Taxes, Taxes & Especially The Secure Act Changes to IRA Accounts

Description

At this workshop you will learn:
  • How The Secure Act changes Inherited IRA accounts in 2020.
  • How you can earn more on investments using tax management.
  • What tax deductions are available in 2020.
  • How you may need to change your estate plan to maximize tax savings.
All seminar attendees will receive a FREE one hour, private consultation and tax analysis.

Workshop Featured Speakers:
Paul Mauro CLU, ChFC
&
Thomas Craig CPA, PC

Date and Time

Thu, Feb 06, 2020

11:00a - 1:00p EST

Location

Concord Meadows

300 Baker Avenue, Suite 300
Concord, MA 01742
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