The Secure Act: What You Need to Know and Its Impact on Your Retirement Monies

Like the COVID-19 pandemic, the “Setting Every Community Up for Retirement Enhancement (SECURE) Act,” which became effective on January 1, has upended life (all right, technically only just retirement planning), as we know it. And, like the pandemic, the vast majority of the changes wrought by the SECURE Act are unwelcome. Welcome or not, however, planning professionals must familiarize themselves with this new retirement planning regime, and this webinar is intended to highlight the most important and broadly applicable rules that will impact you and your clients.

Speaker

Daniel S. Rubin, Esq., Moses & Singer LLP