Planning Under the SECURE Act
Talk about HOT topics!
This program will begin with the basics of IRAs, Roth IRAs, and Roth conversions. We'll cover the changes made by the SECURE Act that affect the tax and estate planning for IRA owners, including the change in the required beginning date, allowing traditional IRA contributions after age 70 1/2, the general rule limiting distributions to 10 years following death, and the exceptions to the general rule. Finally, it will cover the changes in planning for IRA owners to best cope with the changes in the law.
- Understanding traditional IRAs, Roth IRAs, and Roth conversions, including when to convert.
- Understanding the changes in the law made by the SECURE Act.
- Understanding how best to plan under the SECURE Act.
Tickets include presentation & materials, breakfast, and continuing education.
Bruce Steiner has over 40 years of experience in the areas of taxation, estate planning, business succession planning and estate and trust administration. He is a frequent lecturer at continuing education programs for bar associations, CPAs and other professionals.
February 13: Financial Planning Association of NENY, hosts Marty Finn, Esq. presenting
EPC members are welcome to attend at member rate. For details & ticket, click HERE.
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