Event Date: Thursday, November 12
Time: 10:00 a.m.
Presenter: Richard Elias, CFP®, AWMA®
The year began with the passing of the SECURE Act, which changed who is eligible to contribute to a retirement account, at what age retirement account withdrawals are required and when inherited retirement account distributions must now be completed. Then on March 27th, the CARES Act was signed into law enabling any taxpayer with an RMD due in 2020 to skip those RMDs this year. In this session we will explore what tax planning strategies may be needed by the end of the year.
About the Presenter:
Richard Elias, CFP®, AWMA® – Rich’s career in finance began in 2007 working with Bankers Life Insurance Company. He worked in the banking and investment industry as a Regional Bank Private Banker for Wells Fargo and later as a Financial Solutions Advisor with Merrill Edge. In the banking industry, he regularly met customers who needed help with their finances, and was limited in the help he could provide as a banker. That inspired him to take the next step and become a financial adviser. He chose Rodgers & Associates because the culture encourages advisers with different backgrounds to pool their knowledge as a team. This culture creates a tremendous resource for Rich and the clients he advises.