[WEBINAR] Leaving a Tax Efficient Legacy from Securian
Thursday 06/20/2024 at 1:00 pm - 2:00 pm CDT
Provisions of the Tax Cuts and Jobs Act (TCJA) of 2017 are expected to sunset on January 1, 2026. The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 essentially eliminated the “stretch-IRA.” This could mean a potential increase in taxes for your clients.
Join Securian Financial with Advanced Sales Counsel Ann Hagerty to learn the strategy that may help your clients avoid potential tax hikes.
Provisions of the Tax Cuts and Jobs Act (TCJA) of 2017 are expected to sunset on January 1, 2026. The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 essentially eliminated the “stretch-IRA.” This could mean a potential increase in taxes for your clients.
Join Securian Financial with Advanced Sales Counsel Ann Hagerty to learn the strategy that may help your clients avoid potential tax hikes.
Feel free to download this client-approved sunset guide. And here is a short list of the top concerns producers should keep an eye on over the next two years.
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