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Thu, September 15

|12:00pm - 1:00pm Free
Event Category:
Blake Wealth Management
Event Website





September 15th at 12:00 PM Central

At Blake Wealth Management, we strive to help educate and inform you on the most important retirement topics and retirement news. We want to help you cut through the noise and focus on the information that will help you make educated decisions on your retirement future and Keep Retirement Simple.

The presentation will last approximately 30 minutes with additional time provided for Q&A.

Our Topic for September will be:

The New Retirement Rules: The SECURE Act and What You Need to Know​

The SECURE Act was originally passed in December of 2019. The retirement landscape was changed significantly. However, with the possibility of "SECURE Act 2.0" being passed later this year, it's important to understand the current rules so that you can fully understand the implications of any changes that may occur in the near future or what may be staying the same.

We will cover:

* Changes to retirement contribution rules
* Changes to required minimum distributions
* Important changes to 529 accounts
* Changes impacting inherited IRAs
* and much more


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