The Secure Act: Impacts on Retirement Planning 2020 – DVD
Learn from experienced practitioners about the new SECURE Act and its impact on retirement planning including an overview of the existing minimum distribution rules and changes under the SECURE Act as well as planning and administration changes such as the stretch elimination, applicable exceptions and charitable planning.
Patricia J. Shevy, Esq.,The Shevy Law Firm, LLC
Jennifer M. Boll, Esq., Bond Schoeneck, King, PLLC
David Pratt, Esq., Albany Law School
- February 7, 2020