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The SECURE Act: The Impact on IRAs and Estate Planning

Presented by Len Garza

(9,341 Ratings)

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Course Description

Length: 1h 12min    Published: 1/19/2021    
Enacted in 2020, the SECURE Act was a significant retirement reform bill aimed at making retirement savings more accessible through tax incentives. For attorneys practicing business and estate planning law, the SECURE Act presents a number of important changes that can greatly impact their clients. This program will dive into the key provisions of the SECURE Act and highlight how it alters retirement savings in the United States. The presentation will also include a number of valuable tips on how attorneys can use the SECURE Act to optimize business, estate, and retirement planning for clients.
Learning Objectives
* Understand the key provisions of the SECURE Act
* Learn how required minimum disbursements ("RDM"s) work under the SECURE ACT
* Get estate and business planning tips in a post-SECURE Act world
Read the course transcript.

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Presented By:

Len Garza

New Jersey

(208) 557-8705

Featured Reviews

"A comprehensive and effective presentation of this evolving area of the law."

   Robert Michael C

"A very informative and interesting presentation."

   MaryLu H

"Practical!! That was really good."

   Deborah T