Keeping Retirement SECURE...New Act...New Opportunities
Monday, March 30, 2020
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.
- Review the maximum period over which an inherited IRA can be withdrawn
- Changes to Required Minimum Distributions (RMD)
- Estate planning considerations