IRAs: The Complexities and Benefits  

The Secure Act of 2019 coupled with Secure 2,0 has made the management of IRAs, particularly the distribution phase, more complex. As a result of the Secure Act of 2019, which for most eliminated the stretch out provisions, many beneficiaries are uncertain what to do, seeking advice from tax professionals. The resulting regulations’ impact cannot be understated as owners, beneficiaries and their advisors struggle to understand the final rules. The expansion of tools such as the Qualified Charitable Distribution (QCD) has added further to the complexity. Understanding the final regulations, 2024-14542 (89 FR 58886) is an important step to the process. 

Who should attend:  Tax professionals, financial advisors, and estate planners who work with IRA accounts and their beneficiaries should attend this webinar, as it covers critical regulatory changes affecting IRA distributions and charitable giving strategies under the SECURE Act and SECURE 2.0.

THIS WEBINAR IS NOT ELIGIBLE FOR CTEC OR CFP CREDIT

Instructor assignments are fluid and subject to change.