You're invited to join us for an Open House at Jacob Young Financial's new Watsonville office.
Tuesday, February 6th
17 Aspen Way, Watsonville, CA 95076
In addition to an Open House tour, we will also provide catered lunch, and Jacob will host a brief presentation discussing relevant information on SECURE Act 2.0 and the anticipated sunset of the Tax Cuts and Jobs Act, specifically how it relates to your clients and industry. Jacob will discuss:
- Strategies for SECURE Act 2. including:
> Investment planning strategies for the 10-year distribution rule on inherited assets
> Planning strategies for maximizing tax efficiency and estate planning goals in relation to updated RMD ages
> How to utilize new catch-up contribution limits for tax and estate planning
- Advanced Planning Insights on the Sunset of TCJA
> Estate and gift tax exemption reduction
> Reversion to pre-TCJA tax brackets
We look forward to seeing you and enjoying lunch together.
Please RSVP by Friday, February 2nd.
Date and Time
Tue, Feb 06, 2024
12:00p - 1:00p PST