Date/Time:
Thursday, June 11th at 6:30 pm - 7:30 pm

Location:
Online Roundtable Discussion
3000 Atrium Way
Mount Laurel, NJ 08054

 

ONLINE ROUNDTABLE DISCUSSION
Hosted by Rich Greenberg & Barry Nelson, CPA

Questions and Concerns
Course Code – RRG0611

 

Participation is limited to just 5 people per Roundtable Discussion.
Reservations are required and spaces will fill quickly.

Register Online Now  or
Register by phone by calling   856-914-1449

ONLINE ROUNDTABLE DISCUSSION

An Online opportunity to get answers to your personal questions and concerns, gain a better understanding of today’s economic challenges, and learn about the latest financial and retirement strategies. 

Common Questions & Concerns: 

• How will the sudden and dramatic economic downturn caused by COVID-19, plus ongoing market volatility, impact my taxes and retirement financial planning?
• What is the SECURE Act and how will it negatively affect my retirement accounts?
• How are my Required Minimum Distributions (RMDs) affected by the CARES Act and the SECURE Act?
• Is it true that I don’t need to take my RMDs this year?
• How can I avoid the impending tax increases?
• What can I do to minimize my tax liability in retirement?
• I was planning on retiring soon, but now I’m not sure if I can. What options do I have?

Online Discussion is limited to 5 participants. This Roundtable has no formal agenda and is not a sales presentation – just a conversation to address the topics of your choice via an interactive online discussion.