Beneficiary and wealth transfer planning after the SECURE Act

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Credit hours: 1 | To be awarded credit for this webinar you must attend the full 60 minutes and answer all polling questions. | Available in all states except AZ, CT, HI, MI, MO, MT, NJ, OK. PA, TX, DC & WV
Intended for CFP, CPE, CLU/ChFC & CIMA

In this presentation we will look at the new inheritance rules for individual non-spouse beneficiaries that the SECURE Act puts in place for IRA owners through a review of the rules, case studies and an examination of some wealth transfer strategies that may be attractive for families to utilize in light of the SECURE Act changes.