Estate Planning Seminars

A thorough estate plan ensures you are in charge of your wealth and finances. Estate planning also spares your family added expense and frustration around the management of your affairs if you pass away or become disabled.

Join estate planning attorney Jim Ruggiero as he offers information on smart estate planning designed to protect your wealth and heirs in these complimentary seminars. You'll have opportunity to ask him questions, as well.

Sign up today to reserve your seat.

ROTH IRA Conversions after the SECURE ACT
Tuesday, August 18, 2020
Zoom Video Conference
Located at:


Effective January 1, 2020, new tax legislation was enacted, the Setting Every Community Up for Retirement Enhancement Act of 2019, known by the acronym SECURE Act.  This new legislation makes several changes to tax laws that could have a significant impact on your retirement planning, estate planning and legacy planning.

The recently enacted SECURE Act eliminated the "stretch IRA", a strategy used by affluent investors to pass tax-advantaged money to their heirs. The new law requires most IRAs inherited by people other than spouses be drained within 10years, which can lead to much higher tax bills for heirs. A Roth conversion involves transferring money from a traditional IRA or other retirement plan to a Roth IRA.

Once the money is inside the Roth, though, future withdrawals are tax-free. In addition, there are no required minimum distributions that force owners to take money out at a certain age.


Join the webinar to Learn:

New IRA rules

Candidates for ROTH IRA conversions

Tax planning in retirement


Join us via Zoom on Tuesday, August 18 at 7:00 pm


Zoom invitation will be sent the day before the event.


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