Symposium Schedule

<p style=”text-align: left;”>Learn how to help your clients diffuse the ticking time bomb that can cause a lifetime of savings to be lost to heavy, immediate, and unnecessary taxation at the time of distribution.</p>

<div class=”chart1″><strong>Dates &amp; Times</strong></div>
<div class=”chart2″><strong>City</strong></div>
<div class=”chart3″><strong>Location</strong></div>
<div class=”chart4″><span style=”color: #000000;”><strong><span style=”color: #000000;”>Address</span></strong></span></div>
<div class=”chart1″>May 2,12pm-2pm</div>
<div class=”chart2″>San Diego, CA</div>
<div class=”chart3″>TBD</div>
<div class=”chart4″>TBD</div>
<div class=”chart1″>May 6,12pm-2pm</div>
<div class=”chart2″>Troy, MI, 48084</div>
<div class=”chart3″>Maggiano’s Little Italy</div>
<div class=”chart4″>2089 West Big Beaver</div>
<div class=”chart1″>May 7,12pm-2pm</div>
<div class=”chart2″>Lutherville, MD, 21093</div>
<div class=”chart3″>Tark’s Grill-Green Spring Sta.</div>
<div class=”chart4″>2360 West Joppa Rd # 116</div>
<div class=”chart1″>June 10,12pm-2pm</div>
<div class=”chart2″>San Diego, CA</div>
<div class=”chart3″>TBD</div>
<div class=”chart4″>TBD</div>
<div class=”chart1″>June 11,12pm-2pm</div>
<div class=”chart2″>Orange County, CA</div>
<div class=”chart3″>TBD</div>
<div class=”chart4″>TBD</div>
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More Updates


The coronavirus-related distribution (CRD) rules for Roth conversions have a gaping hole. An “affected person” (as we have defined in previous blogs), is entitled under the CARES Act to withdraw up to $100,000 from their IRA or workplace retirement plan. A CRD avoids the 10% early distribution penalty for those under 59 1/2, can be

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Rolling Over an RMD

Like most people’s lives, the retirement world is upside down. This is made evident by a single statement: “Required minimum distributions (RMDs) can be rolled over.” Yes, that is the new normal—at least for this year. RMDs are considered the first money out of an IRA and workplace plan. Typically, these dollars are ineligible to

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Tapping Into Retirement Accounts If Not Directly Impacted By COVID-19

The recently-­‐enacted Coronavirus Aid, Relief, and  Economic Security Act (CARES  Act) signed by President Trump  on  March  27, 2020, allows  “qualified individuals” to take up  to  $100,000 of  penalty-­‐free IRA and company plan withdrawals during 2020. “Qualified individuals” include those who are (or whose family members are) sickened by the virus or who have virus-­‐related

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