The SECURE Act: The Impact on IRAs and Estate Planning
Presented by Len Garza
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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
Speaker Q&A
Presented By:
Len Garza
New Jersey
(208) 557-8705
len.lglaw@gmail.com
Featured Reviews
"A very informative and interesting presentation."
MaryLu H
"A comprehensive and effective presentation of this evolving area of the law."
Robert Michael C
"Practical!! That was really good."
Deborah T
