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Planning with IRAs After the SECURE and CARES Acts

July 22
July 22, 2020
8:30 - 9:30 a.m.

Click here to access a copy of the presentation.

The SECURE Act (which was signed into law by President Trump on December 20, 2019 as part of the 2020 Budget Bill) made a number of significant changes in the law with respect to IRAs and other employer-sponsored retirement plans. This presentation will cover the most significant changes that impact plan sponsors, plan participants, and beneficiaries, with a focus on dissecting the new stretch IRA rules applicable to post-SECURE Act beneficiaries.


Catherine Eberl
Amy Walters
Kenneth Hunt