The SECURE Act, which went into effect Jan. 1, 2020, significantly changes the Required Minimum Distribution (RMD) requirements for inherited accounts and increases the age that you are required to start your RMDs to age 72, if you did not reach age 70.5 by the end of 2019.
Retirement assets are a significant part of a client’s estate planning. However, retirement assets have special income tax considerations that differ from other assets passing as part of a client’s estate plan. Effective January 1, 2020 the SECURE Act went into effect and altered many rules relating to retirement assets.
This presentation will highlights how the changes effect the estate planning of clients during their lifetime and at death, and potential strategies for dealing with these changes.
All attendees will receive the course materials as a digital book. A printed copy of the course book is available, at a discount to attendees, for $40. Additional copies are available at full price. If you wish to purchase the printed version of the course book, please call PBI Customer Service at 800-932-4637. Printed versions of the course book will not be distributed at the course; please allow up to two weeks after the program for the printed versions of the course book to be shipped.