FREE COFFEE AND DESSERT BAR CATERED BY AJ’S FINE FOODS.

RSVP Required.

Topics we will discuss-
The SECURE Act 2.0., What’s new here and who does it affect?
The RMD Age Increase; Is this good or bad?
529 plan changes.
QCD expansion (Qualified Charitable Distributions).
What’s this about non – spousal beneficiaries?
The 10-year rule.