Lunch & Learn: Recent Tax Changes

CONGRESS PASSED SWEEPING TAX CHANGES AT THE END OF 2022 Come and enjoy lunch while learning about new tax law changes.

Date: Thursday, March 23, 2023
Time: 12PM Location: The Hall for All

Guest Speaker: Mark P. Tolan, CFP®, CLTC®,
Private Wealth Advisor
Ameriprise Financial Services, LLC

Highlights include:

• Age Change for Required Minimum Distributions
• Roth IRA Rule Changes
• Changes to Charitable Distributions from IRA’s
• 529 Plan Rule changes
• Changes to Penalties on IRA Distributions
• New Exemptions on 10% IRA Distribution Penalties

These are just some of the changes that can impact all investors and potentially save thousands of dollars of taxes on a yearly basis. We will also review existing laws that you need to be aware of.