Legacy • Social Security Class

Social Security income strategies have been impacted by The SECURE Act of 2019. One of the key elements of this Act eliminated the ability to stretch out IRA’s, leaving them fully taxable to heirs upon death of the second spouse. Learn how Social Security works and ways to integrate this income stream into your financial plan to help protect and preserve your estate from excessive taxation. Hosted by Legacy Ministry and presented by James LaFemina, ChFC a financial planner with Prudential Advisors and long-time St. Andrew member.

Held via Zoom. To register, email [email protected]