The SECURE Act could affect everything from required minimum distributions (RMDs) to inheritances. Perhaps the most significant change for your clients is the elimination of the “stretch” IRA in favor of the “10-year rule.” Effective January 1st, this change will decrease wealth transfer and require estate plan updates. To avoid a potential tax disaster, your clients who have substantial qualified plan or IRA must reconsider beneficiary designations and trust provisions. Join Bob Keebler, CPA/PFS, MST, AEP to learn practical protocols and actionable takeaways to help you and your clients.
*Analyze the SECURE Act provisions to Determine the Impact on your clients *Evaluate tax and financial planning strategies *Choose the appropriate action steps to prepare your clients for implementing SECURE Act
*Review SECURE Act
*Help clients avoid disaster and prepare for Jan 1 changes
CPAs, Tax professionals, Financial planners, Other qualified professionals