Broker Check

VISION 2020: How Will SECURE Act & Tax Legislation Affect Yo




VISION 2020: How Will SECURE Act & Tax Legislation Affect Your Plan

Saturday, September 26, 2020

9:30a - 11:30a PST

Lafayette Park Hotel

Lafayette Park Hotel

3287 Mt Diablo Blvd
Lafayette, CA 94549
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Discussion Topics include:

• Impact of SECURE Act on your Retirement Plan
• How could your Retirement Income Plan be Affected?
• The New Challenges of Inheriting Retirement Accounts
• Persistent Confusion around Tax Law Changes
• The Impact of Taxation on your Nest Egg
• Strategies in Light of New Legislation & Persistent Investment Market Volatility

The SECURE Act & Tax Law Changes may have created a "Retirement Savings Time Bomb". Join us to learn what steps you can take to mitigate any concerns.

RSVP is required to attend. Please call 925.370.3750 or email Sonia@vitucciplanning.com

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither First Allied Securities, Inc. nor any of its representatives may give legal or tax advice.


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