What Does the SECURE Act Mean for Financial Planning?​

The government recently made major changes that impact how retirement plans are taxed. With the passing of the SECURE Act, advisors need to understand these new rules and how they will affect clients – the changes mostly go into effect in 2020.

Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, and Director of Retirement Research at Carson, has been studying these changes for months – and he’s eager to help you learn the immediate financial planning effects on three fronts:

  • The bill has dozens of new laws, impacting 401(k)s, annuities, IRAs and taxes, so find out what major provisions passed in the bill.
  • He explains what changes may be required now that the age for RMDs was pushed from 70.5 to age 72. This could provide tax benefits to some and tax hurdles for others.
  • He dives into the big change – the overhaul of the RMD timeframe for inherited accounts – which could have a major tax implications for your clients or their loved ones.

Watch the on-demand webinar today by filling out the form on the right. And be sure to stick around until the end, when Jamie answered questions from fellow advisors.

  • This field is for validation purposes and should be left unchanged.

Tired of Never Really Clocking Out?

We could help you shave hours off your work week.

Schedule a Consultation
close-image

Wish Your Clients Bragged About Your Tech?

Our new CX is leaving clients speechless

See the Demo Now
close-image
Select which cookies you will allow this site to use:

  • Essential cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.

  • Functionality cookies enable a website to remember information that changes the way the website behaves or looks, like your preferred language or the region that you are in.

  • Analytics cookies help website owners to understand how visitors interact with websites by collecting and reporting information anonymously.

  • Advertising. cookies are used to track visitors across websites. The intention is to display ads that are relevant and engaging for the individual user and thereby more valuable for publishers and third party advertisers.

Save & Close