Post SECURE Act 2.0: Actionable Techniques and Sophisticated Strategies in Retirement and Estate Planning

The SECURE Act brought a sea change in planning for the disposition of retirement assets. The recently issued regulations answered some questions and created new ones. This presentation will cover these and other developments in this important area.

Attendees will learn:

• The new rules for timing of distributions from a decedent’s IRA
• The consequences of naming a trust as IRA beneficiary
• Strategies appropriate for when a special needs beneficiary is involved
• Charitable strategies that might be considered with IRAs

CE Credit available. NAIFA members get free registration. Email apc@naifa.org to get your discount code.