SECURE Act: Tax Efficient Retirement & Estate Planning

Congress has passed the SECURE Act which dramatically changes Tax and Estate planning. The tax hit on your IRAs and Retirement plans could be unprecedented unless you take action. Come learn the advanced strategies to save tax dollars now and prevent your beneficiaries from having a huge tax bill later.

Thursday, February 20 (12:00 PM)


Tuesday, February 25 (12:00 PM)

Zachary Armstrong, CFP 
Kris Dowejko

Sage Rutty & Company, Inc.  

100 Corporate Woods, Suite 300   Rochester, New York 14623 
main phone 585.232.3760   University 585.512.2309   fax 1.866.902.0273   toll free 1.800.733.1133

© 2019 Sage Rutty. Sage Rutty is a trademark of Sage Rutty & Company, Inc.

Members: FINRA and SIPC


  • LinkedIn Social Icon
  • Facebook Social Icon