The long-awaited SECURE Act proposed regulations are finally here

Retirement, tax, and estate plans for your clients need to be rechecked as a result of the recently proposed SECURE Act regulations. IRA beneficiary designations and trust distributions need to be reviewed, among other items.

As you develop a plan to maximize postmortem distributions, tune into this webcast to learn about:

– Flowcharts, checklists, and practical protocols to help you help your clients
– 2021 RMDs that were likely missed in the case of death post required beginning date
– Key points related to the new proposed regulations compared with the existing rules
– When the 5-year rule, 10-year rule, and the life expectancy rules apply
– What happens when an eligible designated beneficiary dies
– Drafting and implementing disability and chronically ill trusts
– Drafting beneficiary forms for multiple children and trusts
– How the rules impact planning with trusts and trusts as beneficiaries
– Rules to follow based on date of death before or on/after January 1, 2020
– And much more!

Note: Event is CFP Confirmed