DESIGNED FOR
All CPAs, financial planners, attorneys and anyone planning for retirement.
BENEFITS
Participants walk away with tips on how to adjust their retirement strategy based on the SECURE Act.
HIGHLIGHTS
- Review the maximum period over which an inherited IRA can be withdrawn
- Changes to Required Minimum Distributions (RMD)
- Estate planning considerations
COURSE LEVEL
Overview
PREREQUISITES
None
ADVANCE PREPARATION
None