Retirement Thought Leadership

 "Retirement Thought Leadership"

How can past and proposed legislation such as the SECURE Act affect retirement decisions investors face regarding asset location, withdrawals and tax efficiency?

Please Join us as we hear from Roger Young, CFP®, Vice President and Thought Leadership Director at T. Rowe Price. The presentation will cover:

• Key decisions investors face regarding taxes on retirement investments, such as Roth versus pretax contributions, Roth conversions, asset location, and tax-efficient withdrawals

• A summary of recent and potential research to help frame these decisions for investors
  
  
• How past and proposed legislation such as the SECURE Act can affect these decisions
  
  
• The importance of understanding each individual investor’s goals and priorities, including their legacy wishes

Tuesday, October 11th 2022 -11:30AM - 1:00PM

Location:

J-Renders Event Center
(right next to the restaurant)

  3191 Beaumont Centre Cir
Lexington, KY 40513

Approval Pending for: 1 hour of CE, CFP, CLE and CPE credits

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