2020 Tax Update

We don't give tax advice, but we have friends that do! Our friend Siobhan Murphy, CPA, of Thrive Business Group will be joining us to share about the SECURE Act, recently signed by President Trump. A couple changes include a new age to take RMD's (Required Minimum Distributions) and the elimination of stretch IRA's (which allowed non-spousal beneficaries to stretch out the tax consequences of inherited IRA's). There are other changes that she'll be telling us about.

This is the third year she has provided a free tax seminar, and we've had great feedback. Whether you're an employee or a business owner or a retiree, there's a lot to learn, and we hope you can join us!

Waddell & Reed is not affiliated with Siobhan Murphy or Thrive Business Group. The opinions of Siobhan Murphy do not necessarily reflect those of Waddell & Reed or its affiliates.