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Catered Taxes & Retirement Workshop

Location:

3050 W Agua Fria Fwy
Phoenix, AZ 85027 United States

Directions

Date:

February 28

Time:

6:00 pm - 7:30 pm

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.

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