Congress passed the SECURE Act in December of 2019 with bipartisan support. It is supposed to promote increased retirement savings, but the most glaring change is the ACCELERATED TAX on inherited retirement accounts. Thought Estate Tax was only imposed on the most wealthy? Think again. Come enjoy refreshments and have a conversation about what this law means for you.
What: Learn about the impact on your retirement savings and what you can do now to protect yourself and your family.
Where: Blount Partnership Office at 201 S. Washington, Maryville, TN
Why: To save money **
Who: All community members who want to protect their hard-earned savings are welcome. Bring family, friends, and coworkers. Everyone will benefit from this information.
RSVP: Danielle Woods at 865-271-9439 or email@example.com
Be Aware Blount
In the spirit of community service, we are also taking donations for Be Aware Blount, a local non-profit organization that promotes literacy to increase awareness and reduce the effects of drug and alcohol dependency. Click here to visit their website. Your donation is 100% tax-deductible. A donation of $10 is suggested. A donation is not required for attendance.
**This is not a sales pitch nor does it constitute financial advice. The purpose of this presentation is informational only. Our hope is that you will take advantage of the information and refreshments, meet others in the community, and encourage family conversations about the importance of financial planning.