The rules and regulations issued by the SECURE Act 2.0 have all changed retirement planning paradigms. This seminar will review new rules and analyze their impact on both retirement asset and estate planning. Topics include: SECURE Act/SECURE 2.0 changes to retirement account distribution rules; New rules for inherited retirement accounts; The 10-year rule – how it works and confusion over minimum distributions; Rules regarding trusts as beneficiaries; Application of new trust testing rules for determining distribution payout period; Naming trusts as retirement account beneficiaries; Estate planning for clients with large retirement accounts; etc.; CPAs, EAs, Tax Pros join our Zoom LVC to best advise your clients.
