Total Credits:
1 CLE,
1 Estate & Trust Law Specialization,
1 Tax Law Specialization
- Average Rating:
-
11
- Categories:
-
Tax Law |
Probate & Estate Planning
- Course Levels:
- Advanced
- Format:
- Audio and Video
- Original Program Date:
-
Jan 09, 2025
- SKU:
- J25145
- Short Description:
- Learn how the SECURE Act, enacted in December 2019, as refined by the legislative update enacted in December 2022 (the so-called “SECURE Act 2.0”) and by the final regulations issued in July 2024, has altered the income tax impact of retirement plan distributions for you, your clients, and their families. Importantly, for most (but not all) non-spouse beneficiaries of inherited IRAs and other retirement accounts, the SECURE Act shortens the so-called “stretch” distributions that had been available.