ICLE | Plan for Retirement Assets Under SECURE Act
Plan for Retirement Assets Under SECURE Act
On-Demand Seminar (Posted 02/06/20) | Level: Advanced
Cosponsored by the Probate and Estate Planning Section of the State Bar of Michigan

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) made sweeping changes to the treatment of IRAs and retirement benefits post death. Stretch IRAs have been eliminated and the SECURE Act now requires most nonspouse IRA and retirement plan beneficiaries to drain inherited accounts within 10 years post death of the account owner. Estate planners will need to be nimble to ensure estate plans can continue to meet their clients' financial and legacy goals.

Watch so you can:

  • Identify eligible designated beneficiaries who can use pre-enactment rules
  • Strategically use see-through conduit or accumulation trusts
  • Mitigate large tax burden by strategically converting existing IRAs to Roth IRAs
  • Review and revise existing estate plans
Available Formats
Attend online at your convenience. Includes individual access to electronic materials for three years. These may include written materials, a PDF of the presentation, and any video or audio recordings.
Nancy Welber and Amy Morrissey discuss how the changes brought about by the SECURE Act...
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