Planning for Retirement Plan Distributions After the SECURE Act

Event Description

Speaker: Patti S. Spencer, Esq.

Description: The SECURE Act became law on December 20, 2019 and has radically changed estate planning for qualified plans and IRAs. The life expectancy pay-out sometimes referred to as the Stretch-out is gone and replaced with a 10 year payout rule. There are 5 notable exceptions. The SECURE Act impacts how planners will approach spousal rollovers, disclaimers, income tax planning and beneficiary payouts for IRAs and Roth IRAs. When a client dies with an IRA or qualified plan the estate’s advisors must balance the tax law, including the Secure Act, with a variety of financial and property law issues. Attend this seminar and learn how to advise your clients after this new legislation.

Click here to register or complete this form and send it to elizabeth@lancasterbar.org or the Lancaster Bar Association at 28 East Orange Street, Lancaster, PA 17602.