When the SECURE Act – Setting Every Community Up for Retirement Enhancement Act – was signed into law at the end of 2019, it represented the most extensive change to retirement legislation in over a decade. The Act aims to improve retirement confidence and security for individuals in the U.S., and addresses current trends of people both living longer and choosing to delay retirement.
One of the main implications of the SECURE Act is the elimination of the “Stretch IRA” provision for most non-spousal beneficiaries – and it creates a number of integrated planning opportunities designed to maximize the after tax value of inherited retirement accounts. Please join us for a live panel discussion as we discuss how individuals are being impacted by this new rule, along with strategies and solutions to consider when it comes to your retirement and estate planning.
This webinar is part of our DHG Tax and DHG Wealth Advisors Financial Fitness series.
CPE Credit: One hour of CPE (pending approval)
Delivery Format: Group Internet Based (each attendee must be logged in and answer the poll questions in order to receive CPE credit).
Prerequisites/Advanced Preparation: None
Course Level: Basic
Program Content: High level discussion on the impact of the 2019 SECURE Act
Policies: This event is complimentary. Due to this program being offered free of charge, there will be no refunds issued. If you have any questions regarding administrative policies such as registration or cancellation, please contact Kristin Kitchens at firstname.lastname@example.org or 704.367.7091.
Questions: Please direct any CPE related questions to DHGU@dhg.com.
Dixon Hughes Goodman LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through the web site: www.nasbaregistry.org.