In this presentation, State Bank of Cross Plains trust officer Jeff Supple explains recent IRA rule changes and their tax and planning consequences, touching on the following:

• The SECURE Act and what it means for legacy planning with your IRAs and the increase in the Required Minimum Distribution Age.
  
  
• The CARES Act – specifically, whether there is anything that you can take advantage of before year-end.
  
  
• The waiver of the Required Minimum Distribution for 2020.
  
  
• A review of Qualified Charitable Distributions from your IRA.
  
  
• Post-election planning/investment strategies and anticipated tax-law changes.