Seminar E: Retirement and Estate Planning after the SECURE Act
The SECURE Act, enacted on December 20, 2019, is the most important development in the retirement plan area in many years. This Act changes the game for both retirement planning and estate planning for retirement assets. The panel will analyze the new law and explore how to approach planning under the SECURE Act, why planners will still need to know the pre-SECURE Act version of the rules, how to plan with trusts as retirement plan beneficiaries and why flexibility will be more important than ever. The discussion will consider charitable planning with retirement plan assets under the SECURE Act and existing planning techniques that still make sense.
Speakers: Natalie B. Choate Steven E. Trytten
Recorded Saturday, March 7, 2020
