5 Ways Retirement Planning Changes Under The SECURE Act and CARES Act

About the Webinar

The SECURE Act and CARES Act have brought major changes to retirement planning for 2020 and beyond. From a new RMD age to the death of the stretch IRA, you need to know how to help your clients in this new landscape. Join Savvy IRA program leader Jeffrey Levine, CPA/PFS, CFP, AIF®, CWS, MSA for this important webinar.

Topics that will be covered include:

-Changes to post-death required minimum distributions for designated beneficiaries
-What happens when a beneficiary dies?
-How the change in the starting age for RMDs impacts clients
-The repeal of the maximum age for traditional IRA contributions
-Important areas to discuss with clients when reviewing retirement plans
-Opportunities for advisors and strategies to build your business with the SECURE Act
-Coronavirus-Related Distributions
-And more

  • Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA

    Webinar Host

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