November 17, 2026: Qualified Retirement Plans and IRAs – Planning Under SECURE 2.0 Act of 2022 & 2024 Final Regulations
Sponsored by: Landsdowne Wealth Management LLC
12:30 lunch and networking ~ teleconference 1:00-2:30 pm
Free for members, $35 for guests, all Cannon offerings are offered in-person at Chelsea Groton Bank's headquarters (904 Poquonnock Road, Groton, CT).
About the Program:
Many of our clients have sizable accumulations in qualified retirement plans and IRAs. This is a unique type of asset that presents potential opportunities and difficulties in the estate planning context. The ultimate beneficial objective is to maintain as much of the plan or IRA intact for as long as possible – in order to maximize income tax-deferred investment return – while preserving as much dispositive flexibility as possible. This quest is often elusive.