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NAPFA Webinar - How the SECURE Act Changes Retirement (and Other) Planning

Wed, Feb 19, 2020   3:00 PM - 4:00 PM

Online Webinar, ,

Presented by:
Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA, lead financial planning nerd at Kitces.com
Wednesday, February 19, 2020 at 3:00 - 4:00 PM ET (2:00 PM CT, 12:00 PM PT)
Earn: 1 CFP CE and 1 NAPFA CE in E-Retirement Planning
Member: Free; Non-Member: $39. This NAPFA Genesis webinar is free to ALL NAPFA members, courtesy of LLIS.

Small business owners are often so busy with day-to-day business tasks that they neglect their business’s financial planning needs as well as their own. This can be a big mistake and counterproductive to all the hard work they put into building their company.

On December 20, 2019, President Donald Trump signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act, ushering in the most significant direct changes to the laws for retirement accounts since the Pension Protection Act of 2006.

In this session attendees will learn about each of the major changes made by the SECURE Act that impact both advisors and their clients, exploring both the new challenges, and planning opportunities, it creates. After this program, attendees will understand:
• How the SECURE Act does (and does not) change the rules for beneficiary RMDs.
• How the change to the starting age for RMDs impacts has ripple effects to other areas.
• How the QCD anti-abuse rule can negate much of the benefit to making deductible Traditional IRA contributions at 70-½ and beyond.
• How to prioritize clients whose plans may need to be revised as a result of the SECURE Act’s changes.
• How to identify the SECURE Act’s non-retirement-related changes.


No recording of this program will be made available to those who miss the live program, so register now!

Registration closes at the end of business on Tuesday, February 18, 2020.

Additional Information

If you have any questions, please email info@napfa.org.

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