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
teleconference 1:00-2:30 pm
Free for members, $35 for guests. Please note that the remainder of 2026 Cannon Teleconferences will be available virtually only (NO in-person option). A link will be sent by ETPCEC prior to the program.
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.