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How The SECURE Act Changes Retirement (and Other) Planning
On Dec 20, 2019, President Donald Trump signed into law the SECURE Act, ushering in the most significant direct changes to the laws for retirement accounts since the Pension Protection Act of 2006. The ‘headline’ from the SECURE Act is its changes to the ‘stretch’ rules for designated beneficiaries, but that’s far from the only change that will impact advisors and their clients. The SECURE Act also changes the starting age for RMDs, eliminates the age limit for Traditional IRA contributions, creates a new exception to the 10% early distribution penalty, eliminates burdensome rules that prevented wider-spread adoption of MEPSs, reversed changes to the so-called “Kiddie Tax” made by the Tax Cuts and Jobs Act, and much more!


Learning Objectives:
- LO #1: Understand how the SECURE Act does (and does not) change the rules for beneficiary RMDs.
- LO #2: Discover how the change to the starting age for RMDs impacts has ripple effects to other areas
- LO #3: Explore how the QCD anti-abuse rule can negate much of the benefit to making deductible Traditional IRA contributions at 70 ½ and beyond.
- LO #4: Prioritize clients whose plans may need to be revised as a result of the SECURE Act’s changes.
- LO #5: Identify the SECURE Act’s non-retirement-related changes.

*A recorded version of this webinar will be available in the Members Section at the end of February. If you are not already a Member, see more info here: https://www.kitces.com/become-member-for-imca-ce-and-cfp-ce-credits


Due to overwhelming demand, we have reached capacity for today's webinar. We understand there are many of you who wanted to attend, but simply have not yet had the opportunity to register. So, we have scheduled a second webinar on the topic for Tuesday, Jan 14 at 12:00 p.m. EST. You can register for the Tuesday webinar by copying and pasting this link into your browser: https://zoom.us/webinar/register/WN_Mrj9PDHZSCiEO14Gizp1wA

Jan 9, 2020 04:00 PM in Eastern Time (US and Canada)

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