Dick Harsin, owner of Harsin Advanced Tax Planning

2024 Spring Tax Seminar

What: Win, Win, Lose: Tax Reduction Strategies for IRA Distributions.

  • Under the 2019 SECURE ACT the retirement plan distribution rules for beneficiaries have been drastically changed. This workshop will help you understand the various tax reduction strategies available to help you go from forever taxed to never taxed, including charitable planning, Roth conversions, and life insurance. We will also discuss funding strategies from your retirement accounts to provide for the special-needs family member.

When: 6:30pm – 9:00pm, 3/14/2024

Where: Edmonds Community College: 20022 68th Ave W Lynnwood, WA 98036, Snoqualmie Hall – 310

Register Here

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