IRA Laws and Taxes:  How Recent Changes Affect You

BY: Jeff Supple


In this presentation, State Bank of Cross Plains trust officer Jeff Supple explains recent IRA rule changes and their tax and planning consequences.

In this presentation, State Bank of Cross Plains trust officer Jeff Supple explains recent IRA rule changes and their tax and planning consequences, touching on the following:


The SECURE Act and what it means for legacy planning with your IRAs and the increase in the Required Minimum Distribution Age.


The CARES Act – specifically, whether there is anything that you can take advantage of before year-end.


The waiver of the Required Minimum Distribution for 2020.


A review of Qualified Charitable Distributions from your IRA.


Post-election planning/investment strategies and anticipated tax-law changes.

Author:

Jeff Supple

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