Signed into law on December 20, 2019, the SECURE Act makes major changes to employer-provided retirement plans, individual retirement accounts (IRAs), and other tax-favored savings accounts. Many of the changes are already in effect and may impact your clients' income, estate, and retirement planning. In addition, the SECURE Act will undoubtedly impact the charitable planning landscape over the next several years. This presentation summarizes some of the major changes found in the SECURE Act, discusses the ways that it may significantly impact your clients' planning, and provides new planning opportunities to consider in light of the recent legislation.
Presenter: Kelsey Berns, Attorney – Reinhart Boerner Van Deuren, s.c.
*There is a $20.00 charge for non-members to attend
Download a printable version of the invitation
May 12, 2020 - WACGP Social (Location TBD)
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November 10, 2020 - More information coming soon!