The Secure ACT: Five Key Considerations

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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, Live Webinars

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