Keeping Retirement SECURE...New Act...New Opportunities

Description

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.

Date/Time

Monday, February 17, 2020
Registration Time: 4:00pm
4:00pm – 5:00pm

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Course Type

On-line Live Vendors

CPE Credit

1 hour CPE credit

Field of Study

Specialized Knowledge & Applications

Level of Knowledge

Overview

Designed For

All CPAs, financial planners, attorneys and anyone planning for retirement.

Vendor

CPA Crossings

Prerequisites

None

Advanced Preparation

None

Highlights

  • Review the maximum period over which an inherited IRA can be withdrawn
  • Changes to Required Minimum Distributions (RMD)
  • Estate planning considerations

Objectives

Participants walk away with tips on how to adjust their retirement strategy based on the SECURE Act.

Location

N/A (This is a webcast)
Member Fee $50.00
Non-Member Fee $50.00
Your Price $50.00

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