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    Apr

    Lawyer Retirement Starter Series: What You Need to Know about the New Rules for RMDs

    1 PM EDT

    At a certain age, withdrawals from tax deferred accounts, such as IRAs and 401(k)s, must begin and taxes on those withdrawals must be paid. The rules for required minimum distributions, including penalties for failure to meet RMD requirements, have been evolving as a result of legislative changes (and IRS notices). In this program, Julie Jason, JD, LLM, investment counsel to high-net-worth lawyers and their families, will review current IRA and 401(k) RMD rules that apply to retirees after Secure 1.0 and Secure 2.0. Ms. Jason is the author of the ABA book, The Discerning Investor: Personal Portfolio Management in Retirement for Lawyers (and Their Clients).

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    The content of this program does not meet requirements for continuing legal education (CLE) accreditation. You will not receive CLE credit for participating.

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    Event Details

    Duration

    60

    Format

    Webinar

    Date

    Apr 16, 2024

    2024-04-16T13:00:00-04:00 2024-04-16T14:00:00-04:00 Lawyer Retirement Starter Series: What You Need to Know about the New Rules for RMDs

    At a certain age, withdrawals from tax deferred accounts, such as IRAs and 401(k)s, must begin and taxes on those withdrawals must be paid. The rules for required minimum distributions, including penalties for failure to meet RMD requirements, have been evolving as a result of legislative changes (and IRS notices). In this program, Julie Jason, JD, LLM, investment counsel to high-net-worth lawyers and their families, will review current IRA and 401(k) RMD rules that apply to retirees after Secure 1.0 and Secure 2.0. Ms. Jason is the author of the ABA book, The Discerning Investor: Personal Portfolio Management in Retirement for Lawyers (and Their Clients).

    Speakers

    Julie Jason

    Jackson Grant Investment Advisers Inc

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