The Secure ACT: Five Key Considerations

SKU: EPP020

CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App and with Live Webinars!

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About This Course

This CLE course will focus on five key considerations of the SECURE Act and how this law may affect your financial plan as an attorney.

Some of the topics we will cover include:

  • The new age requirements for RMDs
  • Distribution options for beneficiaries
  • Age limitations on traditional IRAs
  • Flexibility around 529 plans
  • Changes to rules around retirement distributions for births and adoptions

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Online, Audio CD, DVD, iOS/Android App, USB Stick

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