The Secure Act: Trust Income Tax Planning Strategies
Presented by Ed Morrow, Senior Wealth Strategist; Huntington National Bank
Monday, November 8, 2021
Guest fee is $20.00.
Please submit payment to SWFEPC for all guests.
Event Location:Virtual program via Zoom
Event Time: Noon - 1:00 p.m.
This presentation will focus on planning for retirement plan benefits to preserve the “stretch” IRA or, at least, the best planning method to adopt to the loss of the “stretch” IRA. Mr. Morrow will also discuss Secure Act Change Planning with estate planning options to control post-mortem payouts: “conduit” trusts vs. “accumulation” trusts. Please join us to learn about practical takeaways and solutions under the Secure Act as well as the top 10 mistakes in IRA/trust planning post-Secure Act.
Address:PO Box 2098Sarasota, FL 34230