Join us for a compelling 1-hour seminar on Individual Retirement Plans, including Traditional IRAs, Roth IRAs, and Roth Conversions! Dive into essential updates and actionable strategies to maximize your retirement savings. Topics include: Key changes under the SECURE Act and SECURE 2.0, including updated age limits for contributions and delayed Required Minimum Distributions (RMDs). Tax-efficient planning for Qualified Charitable Distributions (QCDs) and Roth conversions. Understanding new excise tax rules and opportunities for penalty waivers. Insights into post-death RMD rules and beneficiary planning for tax optimization. Whether you're planning for retirement or advising clients, this seminar will equip you with critical knowledge to navigate evolving regulations and achieve your financial goals. Don’t miss this opportunity to secure your future!