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Ask The Experts: Retirement Planning Opportunities Under the SECURE 2.0 Act
DATE:
Wednesday
February 7, 2024
TIME:
12:00 PM ET
9:00 AM PT
DURATION:
60min
The panel of experts will discuss and answer questions about the changes made by SECURE 2.0 Act regarding individual retirement accounts, including changing when the first required minimum distribution can be made from the account, new rules for inherited IRAs by surviving spouses, the 10-year rule and who qualifies for the waiver of the RMD excise tax, expanded charitable giving options and conversions of 529 plans to Roth IRAs. Submit your questions here.

They’ll also discuss proposed regulations under SECURE Act 1.0 including rules for disabled and chronically ill beneficiaries of IRAs and the determination of who is considered a beneficiary.
Many of your peers have already RSVPd. Will you be joining us as well?

✔️ YES, I'll see you TOMORROW at 12 PM ET!
❌ Not available, but send me the recorded version!
EARN CE CREDIT
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Featured Speakers
 
Andrew Fussner
Vice President of Estate Settlement 
American Heart Association
Denise Appleby
CEO
Appleby Retirement Consulting Inc.
Bruce Steiner
Counsel
Kleinberg, Kaplan, Wolff & Cohen, P.C. 
Susan Lipp - Moderator
Editor in Chief
Trusts & Estates
Not able to attend the live event?
Archived versions of webinars from Trust & Estates are available
for viewing On Demand shortly after broadcast. Register today and you will
receive an email with login instructions as soon as the replay is available.
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