Home Blog Navigating Proposition 19

Category:

Webinars

Webinar Date

January 15, 2021

Panelists

Steve Mayer, Dan Rush

Description

In this webinar, we explain Proposition 19, along with the planning required. Topics will include:

  • Background on Proposition 19
  • Proposition 13
  • Proposition 58
  • New Rules under Proposition 19
  • Planning Opportunities
  • Legal Entities
  • Transfers to New Primary Residence
  • Questions

SECURITIES AND ADVISORY DISCLOSURE:

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fee based planning offered through SDM Advisors, LLC. Third party money management offered through Valmark Advisers, Inc a SEC registered investment advisor. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. SDM Advisors, LLC is a separate entity from Valmark Securities Inc. and Valmark Advisers, Inc. Form CRS Link

DISCLAIMER:

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. The services of an appropriate professional should be sought regarding your individual situation.

HYPOTHETICAL DISCLOSURE:

The examples given are hypothetical and for illustrative purposes only.