Retirement Planning & Pension Planning After the SECURE Act

New Planning Strategies Post TCJA

CREDITS: 8

CATEGORY: Taxation

SPEAKER: Arthur J. Werner, Esq.

DATE: Full Day Option: Dec. 17, Jan 13
or
Half Day Option For Jan. Only: View 4 Credits on Day 1 and 4 Credits on Day 2 - 12:00-3:40PM Eastern on each day.

TIME: Full Day Option: 8:50 A.M. - 5:10 P.M. Eastern 8:50 - 10:45 Welcome & Lecture
10:45 - 11:00 Coffee Break
11:00 - 12:30 Lecture
12:30 - 1:30 Lunch (on your own)
1:30 - 3:15 Lecture
3:15 - 3:30 Coffee Break
3:30 - 5:00 Lecture
5:00 - 5:10 Wrap-up

Half Day Option: 12:00 - 3:40 P.M. Eastern on each day.

LOCATION: Webinar Rebroadcast

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. Additionally, this seminar is updated for the changes included in the COVID-19 legislation. 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 $255.00
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