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Retirement Account Changes Due to SECURE Acts | AEGIS Financial Lunch & Learn

Retirement Account Changes Due to SECURE Acts | AEGIS Financial Lunch & Learn

Wednesday, November 6, 2024 (11:30 AM - 1:00 PM) (CST)

Description

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 RSVP Here: https://lp.constantcontactpages.com/ev/reg/cgpwptw
AEGIS Financial
4351 W College Ave Ste 110
Appleton, WI 54914-3970 United States
Event Contact
Megan Van Driel
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Wednesday, November 6, 2024 (11:30 AM - 1:00 PM) (CST)
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