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eBook

Estate Planning Implications of the New and Improved SECURE Act


Average Rating:
   68
Categories:
Tax Law |  Probate & Estate Planning


Description

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. 

Chair:
TJ Ryan, Frazer Ryan Goldberg & Arnold LLP

Speaker:   
Michael Tucker, Michael Tucker, P.C

Reviews

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1

Overall:      4.5

Total Reviews: 68

Comments

Harry H

"probably should have been a 2 hour seminar."

Glenn M

"The subject matter was on point as to my practice."

Christopher W

"He explained the law and the reason behind why the Secure Act was passed and how it works. "

Lisa A

"the topic was so informative"

David W

"Speaker knows the subject well"

Jeremy K

"Straightforward and clear"

Jared D

"boring"

Frank K

"The material is detailed yet made easy to follow and understand"

Elizabeth M

"Very Knowledgeable presenter. "

Jacob F

"I learned a lot"