Retirement Planning & Pension Planning After the SECURE Act

CREDITS: 8

CATEGORY: Professional Practice

SPEAKER: Arthur J. Werner, Esq.

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!

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.

$250.00 $125.00
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