Keeping Retirement SECURE...New Act...New Opportunities (1 hour)

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Apr 17, 2020

Registration: 6:00 AM / Program: 6:30 AM - 7:30 AM

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

The Setting Every Community Up for Retirement Enhancement (SECURE) Act makes significant changes to retirement planning, particularly with IRAs. This presentation highlights how the SECURE Act could affect your retirement planning and the opportunities this Act now brings that can affect all workers and retirees. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Designed For

All CPAs, financial planners, attorneys and anyone planning for retirement.

Objectives

Participants walk away with tips on how to adjust their retirement strategy based on the SECURE Act.

Major Subjects

  • Review the maximum period over which an inherited IRA can be withdrawn
  • Changes to Required Minimum Distributions (RMD)
  • Estate planning considerations

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email profdev@orcpa.org.