Webinar: SECURE Act Solutions

Webinar: SECURE Act Solutions

Run Time: 63 minutes
Size: 235.4 MB

Available Licenses

 US$ 15.00 BCBA Member Rental (72 hours)
 US$ 15.00 Escambia-Santa Rosa (72 Hour)
 US$ 15.00 Jacksonville Member (72 Hour)
 US$ 15.00 Manatee County Member (72 hours)
 US$ 15.00 Sarasota County Member (72 hour)
 US$ 15.00 St. Petersburg County Member (72 hour)
 US$ 15.00 Non-Member Rental (72 hours)

Description

SECURE Act Solutions - Setting Every Community for Retirement Enhancement

Sponsored by: Community Foundation of Broward

Speakers: James B. Davis, Esq. and Frederick Brackin, Esq.

This webinar will cover:
  • Elimination of “Stretch IRAs” by the SECURE Act for required minimum distributions and how lifetime distributions have been replaced by a new “10-year rule” for most beneficiaries.
  • Who are “eligible designated beneficiaries” and how they will affect RMD planning.
  • What should be done at this time for estate plans of clients with large IRA or qualified plan benefits.
  • How use of “accumulation trusts,” “conduit trusts” or outright distributions will affect after-tax accumulations to beneficiaries.
  • How charitable remainder trusts or outright gifts of IRA benefits will affect estate plans
  • Provisions of The CARES Act that will affect IRA accumulations, distributions in these times of pandemic

1 General CLE Credit; 1 Elder Law and 1 Wills, Trusts & Estates Certificate Credit

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