• Link to Facebook
  • Link to LinkedIn
  • Link to X
  • Link to Youtube
  • My 3 Mark
    • Login
    • Register
      (first-time users)
  • About 3 Mark
    • Our Team
    • Working with 3 Mark
    • Strategic Alliances
  • Contact Us
 
 
Forgot Password
3 Mark Financial Menu
  • About 3 Mark
     
    • About Us
    • Our Team
    • Working With 3 Mark
    • Career Opportunities at 3 Mark
    • Close
  • Tools &
    Resources
    • Close
  • Underwriting
    Resources
    • Close
  • Products &
    Solutions
    • Close
  • Register
     
  • Menu Menu
Blog

Webinar | The Tax Efficient Legacy | May 31 at 3:00 pm Central

May 24, 2023

Provisions of the Tax Cuts and Jobs Act (TCJA) of 2017 are expected to sunset on January 1, 2026. The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 essentially eliminated the “stretch-IRA.” This could mean a potential increase in taxes for your clients.

Join Securian Financial with Advanced Sales Director Channing Schmidt to learn the strategy that may help your clients avoid potential tax hikes.

Share this entry
  • Share on Facebook
  • Share on X
  • Share on WhatsApp
  • Share on Pinterest
  • Share on LinkedIn
  • Share on Tumblr
  • Share on Vk
  • Share on Reddit
  • Share by Mail
https://3mark.com/wp-content/uploads/Securian-Logo-1.jpg 180 300 Russell Katz https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Russell Katz2023-05-24 08:37:562023-05-24 08:37:56Webinar | The Tax Efficient Legacy | May 31 at 3:00 pm Central
0 replies

Leave a Reply

Want to join the discussion?
Feel free to contribute!

Leave a Reply Cancel reply

You must be logged in to post a comment.

Search Search

Quick Links

  • Term/UL Quotes
  • Life Product Information
  • Forms & iGO
  • My Cases
  • e-Solutions
  • Hybrid Products
  • Longevity Specialists
    • The Longevity Corner with Kelly
  • Life Settlements
3 Mark Financial
3 Mark Financial, Inc.
1600 Highway 6 Ste 400
Sugar Land, TX 77478
281.269.2300
888.533.6275
  • About 3 Mark
  • Our Team
  • Working with 3 Mark
  • Strategic Alliances
  • Contact Us
  • Career Opportunities at 3 Mark
  • Manage Account
  • Terms of Use
  • Privacy Policy
  • Linking Policy
© Copyright - 3 Mark Financial, Inc.
For Financial Professional Use Only.
  • Link to Facebook
  • Link to LinkedIn
  • Link to X
  • Link to Youtube
  • Manage Account
  • Terms of Use
  • Privacy Policy
  • Linking Policy
Link to: Introduce your clients to a next generation solution… Link to: Introduce your clients to a next generation solution… Introduce your clients to a next generation solution… Link to: Webinar | Start from the Middle: Explore the untapped middle market Link to: Webinar | Start from the Middle: Explore the untapped middle market Webinar | Start from the Middle: Explore the untapped middle market
Scroll to top Scroll to top Scroll to top