Retirement Account Changes Due to SECURE Acts | AEGIS Financial Lunch & Learn
The IRS has released long-awaited final guidance for many rules within the SECURE Act. Learn how the new rules affect you as an heir, a business owner, or an employee, and what strategies can be used to minimize the tax consequences to you or your heirs. It’s an opportunity to gain valuable insights—bring a friend and increase the benefit of these key takeaways!
Disclosure: Investment Advisory Services are offered through AEGIS Financial, registered investment adviser.
RSVP Required
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Date and Time
Wednesday Nov 6, 2024
11:30 AM - 1:00 PM CST
Location
AEGIS Financial
4351 W College Ave
Ste 110
Appleton, WI 54914
Fees/Admission
Free
Contact Information
Megan
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