Computerized Investing Special Interest Group - CI SIG

Meetings

No set schedule

Location

Any meeting will be online

Contact

Paul Grems Duncan send email or call 703-509-5332

CI SIG Coming Events

Maryland Investment Special Interest Group - MISIG

Meetings

Monthly Meetings, on the third Thursday of each month, except August and December

Location

Online Webinar

Time

7:00 p.m. to 8:30 p.m.

Date

Thursday, May 20, 2021

Speaker

Stephen J. Bigge, CPA, CSEP, partner at Keebler & Associates, LLC

Topic

The Latest and Greatest with ROTH Conversion Planning

Do you have an IRA? Do you want to leave some of it behind as part of an inheritance? If so, you will need to learn why one should consider converting your IRA into a Roth IRA. Why is this important? Hint: because in the last 17 months the U.S. government, by its "Secure Act Beneficiary Revisions,” changed the previous rules governing how the beneficiaries of inherited IRA accounts must take distributions.

And what is the “Secure Act”, the “Setting Every Community Up for Retirement Enhancement Act”? The SECURE Act has significantly changed the distribution rules for beneficiaries of tax-deferred retirement plans and individual retirement accounts. Those new rules have a major impact on the estate planning landscape for retirement benefits.

Stephen’s emphasis and that of Keebler & Associates, is in developing comprehensive financial, estate and income tax analyses and wealth transfer techniques. Stephen specializes in estate, gift and retirement planning, charitable gift planning, as well as trust and estate administration.

He is experienced in providing tax planning for individuals, trusts and flow-through entities and prepares individual and fiduciary income tax returns. In addition, Stephen is a frequent writer for Taxes Magazine in his area of expertise.

Zoom link coming soon.