Understanding The SECURE Act (1.3-Hour Audio)
In stock
SKU
SECUREActAudio2022
$59.00
The SECURE Act (Setting Every Community Up For Retirement Enhancement) became effective on January 1, 2020. It is a big game-changer to retirement plan and IRA distributions because it has imposed a maximum 10-year payout for certain beneficiaries. This is huge because many clients have planned their affairs for a lifetime payout.
In this 1.3-hour (80-minute) September 5, 2022 presentation, Steven G. Siegel, JD, LLM, assists you in advising your clients about retirement plan distributions under the SECURE Act. He provides a detailed analysis of when planning is needed, what prior planning no longer works and new planning strategies you should consider. (This presentation is an update to his January 22, 2020 program and includes, inter alia, a discussion of the Proposed Regulations because they contain significant changes.)
FREE ~ 5 MINUTES: To hear - for free - approximately five minutes of this audio presentation by Mr. Siegel, please click here: 5 Minutes FREE.
FREE ~ 5 MINUTES: To hear - for free - approximately five minutes of this audio presentation by Mr. Siegel, please click here: 5 Minutes FREE.
The SECURE Act (Setting Every Community Up For Retirement Enhancement) became effective on January 1, 2020. It is a big game-changer to retirement plan and IRA distributions because it has imposed a maximum 10-year payout for certain beneficiaries. This is huge because many clients have planned their affairs for a lifetime payout.
In this 1.3-hour (80-minute) September 5, 2022 presentation, Steven G. Siegel, JD, LLM, assists you in advising your clients about retirement plan distributions under the SECURE Act. He provides a detailed analysis of when planning is needed, what prior planning no longer works and new planning strategies you should consider. (This presentation is an update to his January 22, 2020 program and includes, inter alia, a discussion of the Proposed Regulations because they contain significant changes.)
Mr. Siegel is a nationally-recognized author and speaker on estate planning, taxation, and related topics. He is the major contributor of Forms to NLFforms.com, which also hosts his numerous practical Podcasts.
Don't miss this important program. Learn why Mr. Siegel says "The SECURE Act has made retirement plans the worst asset for wealth transfer and estate planning!".
FREE ~ 5 MINUTES: To hear - for free - approximately five minutes of this audio presentation by Mr. Siegel, please click here: 5 Minutes FREE
FREE ~ 5 MINUTES: To hear - for free - approximately five minutes of this audio presentation by Mr. Siegel, please click here: 5 Minutes FREE
Major topics include:
- classes of possible beneficiaries
- spouse as an eligible designated beneficiary ("EDB") and spousal rollovers
- minor child of a plan participant beneficiary as an eligible designated beneficiary
- a disabled beneficiary as an EDB
- chronically ill individual as an EDB
- individual not more than ten years younger than the plan participant as an EDB
- individual not more than ten years younger than the plan participant as an EDB
- the new 10 year rule
- successor beneficiary payout rules
- using trusts in distribution planning
- conduit trusts
- accumulation trusts
- alternative distribution planning
- common required minimum distribution mistakes
- more
**NO CLE/MCLE CREDIT: This program does not qualify for CLE or MCLE credits and no applications will be made to any state for such accreditations. If you are looking for CLE/MCLE courses, please go to www.NLFcle.com (courses on CD and DVD) and www.NLFonline.com (online courses).