Understanding the 2019 SECURE ACT

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NOTE: This content has been updated to reflect changes as a result of the Coronavirus, Aid, Relief, and Economic Security Act or “CARES ACT”.

The new SECURE Act (Setting Every Community Up for Retirement Enhancement), signed into law in December 2019, will make sweeping changes to retirement accounts, company retirement plans, and taxes. In this webinar, this course breaks down what the SECURE Act means to clients and their families, how it affects retirement planning, and client financial decisions in general.

Participants will learn how the SECURE Act could open up new opportunities for retirement planning conversations with clients. This course provides an overview of the key features of the 2019 SECURE Act. Participants will learn how the recently enacted law changes may affect financial plans. Financial planners will explore various planning strategies to use with clients which incorporate features of the SECURE Act.