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!


Tax & Estate Planning for IRAs After the SECURE Act (Basic Overview)
with Robert S. Keebler, CPA

The Mathematics of Estate Planning for IRAs After the SECURE Act
with Robert S. Keebler, CPA

What You Need to Know About IRAs Payable to Trusts Now Following the SECURE Act
with Robert S. Keebler, CPA

Estate Administration for IRAs and Qualified Plans After the SECURE Act
with Robert S. Keebler, CPA

An In-Depth Look at CRTs Following the SECURE Act
with Robert S. Keebler, CPA and Professor Christopher Hoyt, J.D.

What Every Attorney Needs to Know to Advise Clients and Draft
Under the SECURE Act—2-Part Series
with Philip J. Kavesh, Esq. and Ed Morrow, Esq.


Philip Kavesh’s SECURE Act Seminar & Marketing Package (for Clients)
Get this complete seminar package, including PowerPoint presentation, marketing materials, seminar outline and seminar response form, so that you can explain the SECURE Act in plain-English to your clients and provide them guidance on their IRA planning options now with the new rules and regulations.  Tested and proven to work right in Phil’s law practice, this is the perfect educational seminar to help bring existing clients you’ve drafted standalone IRA Trusts for back in to get their plans reviewed and upgraded.



NOTE: This seminar is not available for professionals practicing in the Los Angeles or Orange County areas of California.


Robert Keebler’s SECURE Act Client PowerPoint Bundle Pack
To help you do this, we are pleased to make available four modifiable PowerPoint slide decks that you can download right away and use in your one-on-one meetings or add to 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”).




SECURE Act E-Book: “The Mathematics of the SECURE Act: Where the Tax Law and Economics Collide” by Robert S. Keebler, CPA & Peter J. Melcher, JD, MBA, LLM

This brand new e-book is available for pre-order at a special, discounted price.  It will be available on or before March 6, 2020 and will be sent via e-mail as a PDF file you can download and immediately access.



    • Kristina Schneider

      Hi Lee! Yes, these have been added to the package! :)

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