The Setting Every Community Up for Retirement Enhancement (SECURE) Act makes significant changes to retirement planning, particularly with IRAs. This presentation highlights how the SECURE Act could affect your retirement planning and the opportunities this Act now brings that can affect all workers and retirees. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
DESIGNED FOR
All CPAs, financial planners, attorneys and anyone planning for retirement.
BENEFITS
Participants walk away with tips on how to adjust their retirement strategy based on the SECURE Act.
HIGHLIGHTS
- Review the maximum period over which an inherited IRA can be withdrawn
- Changes to Required Minimum Distributions (RMD)
- Estate planning considerations
COURSE LEVEL
Update
PREREQUISITES
None
ADVANCE PREPARATION
None