Year-End Tax Planning Tips (Virtual Seminar) - Rodgers & Associates

Year-End Tax Planning Tips (Virtual Seminar)

The year began with the passing of the SECURE Act, which changed who is eligible to contribute to a retirement account, at what age retirement account withdrawals are required and when inherited retirement account distri­b­u­tions must now be completed. Then on March 27th, the CARES Act was signed into law enabling any taxpayer with an RMD due in 2020 to skip those RMDs this year.  In this session we will explore what tax planning strategies may be needed by the end of the year.

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