‘Congress is coming after your IRA’

September 5, 2019 @ 5:15 pm – 6:30 pm
Fullerton Inn
40 The Common
Chester, VT 05143
Bill Dakin

Ron Theissen

Legislation currently working its way through Congress will impact your IRA. Learn about the proposed law and  how best to prepare for the changes that come with it by attending the Chester Rotary First Thursday as Ron Theissen, presents “Congress is Coming After Your IRA,” on Thursday, Sept. 5th at The Fullerton Inn from 5:15-6:30 PM.

Theissen will highlight “the coming storm clouds” looming over your IRA plan and dissect the Setting Every Community Up for Retirement Enhancement Act of 2019. The SECURE Act passed the House of Representatives by a 417 – 3 in favor of this bill. According to Congress, the purpose of SECURE is to facilitate retirement saving while making it easier for employers to offer retirement packages for their employees. However, there are adverse side-effects. Theissen will strip away the legalese and provide helpful tips on how to prepare for the upcoming changes, including ways to minimize the damage.

As a Certified Financial Planner and Certified Public Accountant, Theissen specializes in comprehensive financial planning services, including tax consulting and investment management.

The community is invited to attend the monthly First Thursdays. Hors d’oeuvres will be served and the bar at the Fullerton will be open. For planning purposes, please RSVP to chestervtrotary@gmail.com.

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