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THE SECURE ACT:Changes to IRA and Retirement Account Rules-January 23, 2020

$75.00 each

This new law, Setting Every Community Up for Retirement Enhancement Act of 2019, is effective on January 1, 2020. It makes significant changes to how IRAs and certain retirement benefits are treated after the death of the owner. The program will explain how and why estate plans in wills, trusts and on IRA and other beneficiary designation forms may be affected and should be reviewed. Changes in income taxation of retirement accounts will also be discussed by this highly experienced and well regarded estate planner.
• Learn how this new law impacts IRA and other retirement accounts and certain beneficiaries
• Analyze if changes to existing estate plans are needed as a result
• Determine which existing estate planning documents need to be changed
• Analyze how to establish new estate plans to include SECURE Act changes to current law
• Determine how to apply changes in law to new estate planning documents
• Analyzing the effect of the new law on trusts
Date of Program: January 23, 2020 from 6:00-7:45 p.m. at SCBA -560 Wheeler Rd. Hauppauge NY 11788
Faculty: David DePinto, Esq., Partner, DePinto Law, LLP
MCLE: 2 credits in Professional Practice