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Keeping Retirement SECURE - New Act...New Opportunities

Overview

The Setting Every Community Up for Retirement Enhancement (SECURE) Act makes significant changes to retirement planning, particularly with IRAs. This presentation highlights how the SECURE Act could affect your retirement planning and the opportunities this Act now brings that can affect all workers and retirees.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Prerequisites

None

Objectives

Participants walk away with tips on how to adjust their retirement strategy based on the SECURE Act.

Highlights

  • Review the maximum period over which an inherited IRA can be withdrawn
  • Changes to Required Minimum Distributions (RMD)
  • Estate planning considerations

Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

WX20470

1 CPE Credits
Specialized Knowledge and Applications: 1 Credits

Registration

Member Price:
$50
Non-member Price:
$70

    Registration is open through 09/27.

    Monday, September 27th

    1:00pm to 2:00pm

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