Retirement Planning & Pension Planning After the SECURE Act

New Planning Strategies Post TCJA

CREDITS: 8

CATEGORY: Taxation

SPEAKER: Arthur J. Werner, Esq.

DATE: Thursday July 16, 2020

TIME: 8:50 A.M. - 5:10 P.M. Eastern

LOCATION: New Yorker Hotel 34th St. & 8th Ave. NYC

Congress did it to us again! Waiting until the last minute, Congress passed bipartisan tax legislation which President Trump signed into law on December 20, 2019. This legislation included the “Setting Every Community Up for Retirement Enhancement (SECURE) Act”, which is largely designed to provide improvements to retirement savings and income in retirement. This all new seminar will provide a complete analysis of of how the SECURE Act affects your retirement planning. An amazing course - Do not miss this!

Topics & Learning Objectives Include:

  • Overview of the SECURE ACT
  • RMD changes ▪ IRA changes
  • “Stretch” changes
  • New penalty exceptions
  • 401(k) plan changes
  • New Retirement Planning Strategies

Arthur Werner is one of the most prominent Federal Tax lecturers in the nation, with a special expertise in Estate, Trusts and Elder Law issues.

  • Program Level: Overview
  • Prerequisites: Basic Knowledge of Federal Estate & Gift Taxation
  • Advance Preparation: None Required
  • $295.00 $250.00
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