The SECURE Act: Everything You Need to Know (and How to Advise Your Clients!)

On December 20, 2019, President Trump signed a spending bill which had attached to it a piece of legislation that much of the estate, tax and financial world has been anxiously awaiting for an update on called the “Setting Every Community Up for Retirement Enhancement Act of 2019” (or “SECURE Act”).

The SECURE Act went into effect January 1st, 2020 and is set to dramatically impact retirement planning for you and your clients!

As many are aware, the most important provision of the SECURE Act to impact our clients and the planning we do for them includes the elimination of the stretch IRA in favor of the 10-year rule. This change will decrease wealth transfer and involve a need for updates and changes to clients’ estate plans.

As we have in the past, we have teamed up with nationally renowned CPA and IRA expert, Robert S. Keebler, to provide the most up-to-date and practical education to help keep the estate planning professional world on top of what this new legislation now means for their clients.  See below for a number of different educational programs and some presentation tools that you can use to help further guide your clients through this retirement planning maze!

EDUCATIONAL PROGRAMS

Tax & Estate Planning for IRAs After the SECURE Act (Basic Overview)
LEARN MORE

The Mathematics of Estate Planning for IRAs After the SECURE Act
LEARN MORE

What You Need to Know About IRAs Payable to Trusts Now Following the SECURE Act
LEARN MORE

Estate Administration for IRAs and Qualified Plans After the SECURE Act
LEARN MORE

MODIFIABLE PRESENTATIONS

Robert Keebler’s SECURE Act Client PowerPoint Bundle Pack

To help you do this, we are pleased to make available four modifiable PowerPoint presentations that you can download right away and use in your one-on-one meetings or at a seminar that you present to your clients (and prospects!).  Includes: Four(4) immediately downloadable, modifiable PowerPoint slide presentations on the SECURE Act (“SECURE Act Basics”, “Life Insurance Ideas”, “Roth Conversions” and “IRAs Payable to CRTs”).

LEARN MORE

Leave a Comment