Total Credits: 1.0 CLE, 1.0 Estate & Trust Law Specialization, 1.0 Tax Law Specialization
Learn how the SECURE Act, which was signed into law in late December 2019, as it will be implemented by the IRS under new Proposed Regulations issued on February 23, 2022, alters the income tax impact of retirement plan distributions for you, your clients, and their families. The SECURE Act shortens the so-called “stretch” distributions that have been available for most (but not all) non-spouse beneficiaries of inherited IRAs and other retirement accounts. Learn many other notable retirement planning changes under the SECURE Act and the new Proposed Regulations.
Some of the notable changes include:
Learn about these changes and more!
Michael J. Tucker, Michael J Tucker PC
|SECUREActMaterials04012022.pdf (385 KB)||24 Pages||Available after Purchase|