Join J. Paul Fidler, Esq.; Schneider Smeltz Spieth Bell as he presents: "Who Cares About Being Secure: SECURE, CARES and the New World of Planning for Qualified Plans and IRAs" at The Marvin R. Pliskin Advanced Probate and Estate Planning Seminar.
The minimum distribution rules that applied to many IRAs and retirement plans were around for over 30 years. Just before COVID-19 changed our entire world, the SECURE Act was signed into law in December 2019 and fundamentally changed the world of planning with retirement benefits. Get back up to speed on the SECURE Act rules, learn the additional changes from the CARES Act and learn how to apply those new rules and when to stick with the old ones.
Date: September 11, 2020