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WEBINAR – The SECURE Act & Planning Options
April 15, 2020 @ 12:00 PM - 1:00 PM
With the passage of the SECURE Act, effective January 1, 2020, the landscape of planning with qualified accounts has changed dramatically. In the past 15+ years, attorneys and advisors were careful to promote the use of the stretch or inherited IRA to the next generation. The massive value of a lifetime stretch-out with tax free growth was easy to understand for clients as they looked at the legacy of their estates. The use of special trusts to supplement the Inherited IRA added asset protection to this planning and gave rise to inclusion of even younger generations to maximize the stretch-out. As the maximum time period to defer taxation on an inherited IRA is now 10 years, this program will review options to add value to the legacy of clients. The use of Roth IRAs, avoiding the Spousal Roll-over Trap, adding life insurance to a plan, and extending the number of beneficiaries of a qualified account will be reviewed.
As the maximum time period to defer taxation on an inherited IRA is now 10 years, this program will review options to add value to your clients’ legacies.
- The Use of Roth IRAs
- Avoiding the Spousal Roll-over Trap
- Adding Life Insurance to a Plan
- Extending the Number of Beneficiaries of a Qualified Account
This program is approved for one hour of CE credit. Presented by Attorney Daniel Purtell/Attorney John Haslam.
To register, click here.