Presented by Jeffrey Levine
On December 20, 2019, President Donald Trump signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act, ushering in the most significant direct changes to the laws for retirement accounts since the Pension Protection Act of 2006. The ‘headline’ from the SECURE Act is its changes to the ‘stretch’ rules for designated beneficiaries, but that’s far from the only change that will impact advisors and their clients. The SECURE Act also changes the starting age for RMDs, eliminates the age limit for Traditional IRA contributions, creates a new exception to the 10% early distribution penalty, eliminates burdensome rules that prevented wider-spread adoption of MEPSs, reversed changes to the so-called “Kiddie Tax” made by the Tax Cuts and Jobs Act, and much more! In this session, attendees will learn about each of the major changes made by the SECURE Act, exploring both the new challenges, and planning opportunities, it creates.
Presented by Dana Anspach
How do you make sure a client's portfolio can deliver reliable retirement paychecks as they transition into retirement? Asset-liability matching is one way to do it. It's a process that's been used by pension plans for years, where they match investments to the point in time where they will need to be consumed. In this presentation you'll see why clients love this approach and how to apply it to your portfolios.
Presented by Marcia Mantell
Social Security plays an integral role for those already in or preparing for retirement. Can you answer all of your clients’ questions about this important benefit program? Discover the essential elements, rules and regulations, eligibility requirements, available benefits, taxation issues, employee and spousal requirements (current and ex-spouses), and more with one of the nation’s leading subject matter experts on retirement.
Presented by Steve Siegel
2020 is presenting unique challenges and opportunities for advisers to consider important tax and estate planning issues. Despite the terrible news we see daily, 2020 also presents a “perfect storm” for planning opportunities for many of our clients. The decline of stock market values, the provisions of the 2020 CARES Act, the historic low interest rates, the changes in retirement plan distributions wrought by the 2019 SECURE Act, and the political risk of the looming 2020 election, all create an opportunity and an urgency for planning decisions. This program will address what can be done in the difficult months ahead.