Review of the new SECURE Act – Tuesday, February 11, 2020 at 7:30 am

The SECURE Act, known as the Setting Every Community Up for Retirement Enhancement Act was signed into law on December 23, 2019.  This law was designed to help more people save for retirement and in so doing it changed a number of the rules we have grown accustom to related to retirement accounts.  As you can imagine, this new law may have some very big implications for our clients.  Please join us as we discuss few important topics related to the SECURE Act including:

1. Elimination of the Stretch IRA and how we should advise our clients;
2. How a Charitable Remainder Trust can be used to stretch IRA accounts;
3. Are conduit trust provisions still a good idea?
4. How does life insurance factor into the discussion?