The SECURE Act & Other Recent Developments That Significantly Impact Retirement Accounts

This presentation will cover key changes made by the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, the new required minimum distribution tables, and other changes and updates that affect IRAs and other retirement accounts. These changes primarily affect contributions, including rollover contributions and distributions, which have resulted in numerous questions from affected parties. The discussion will cover technical changes, as well as applicable compliance and operational requirements focusing on helping clients avoid costly mistakes.

Learning Objectives:
• Discover the new SECURE Act changes relating to IRAs and employer plans
• Learn how to apply the new SECURE Act changes relating to IRAs and employer plans
• Understand other significant changes impacting retirement accounts