The SECURE Act is the first major legislation to revamp retirement plans in over a decade. Learn the provisions and planning strategies to help your clients avoid unintended tax consequences on their estate and retirement plans.
NASBA Field of Study
Robert S. Keebler
The SECURE Act could affect everything from required minimum distributions (RMDs) to inheritances. Perhaps the most significant change for your clients is the elimination of the "stretch" IRA in favor of the "10-year rule." Effective January 1st, this change will decrease wealth transfer and require estate plan updates.
To avoid a potential tax disaster, your clients who have substantial qualified plan or IRA must reconsider beneficiary designations and trust provisions. Join Bob Keebler, CPA/PFS, MST, AEP to learn:
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