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Lunch & Learn Webinar: Understanding New Retirement Account Rules

At Zoom

February 15, 2022 / 12:00 PM–1:00 PM

Rules for retirement accounts have changed recently. Are you and your loved ones ready for the inheritance and tax implications? This free online webinar presented by the Museum’s Planned Giving Advisory Council will help you navigate the impact of recent tax laws and rule changes, so you’re better prepared to ensure your wishes for your wealth are actually carried out.

Estate planner and tax consultant Michael J. Jones, CPA, of Thompson Jones LLP will share his expertise on retirement accounts, including rollover IRAs, regular IRAs, Roth IRAs, 401k plans, and more. He’ll discuss how the new rules affect these accounts, explain what you can do to help your beneficiaries and pass on assets in tax-efficient ways, and answer your questions.

Don’t miss a valuable opportunity to understand this important topic!

Click to register

For more information, contact Ali Nygaard at 805-682-4711 ext. 110 or anygaard@sbnature2.org.