Skip navigation

Retirement Planning for Clients Under the SECURE Act

Now Available On Demand

The provisions of the Setting Every Community Up for Retirement Enhancement (SECURE) Act took effect Jan. 1, 2020, drastically changing beneficiary payouts for IRAs and Roth IRAs by putting an end to the stretch strategy. Beneficiaries now have 10 years to withdraw the full amount of inherited IRAs, imposing a heavier tax burden on them. Our speaker will take you through the basics of the new law and explain how they affect three sets of potential beneficiaries: spouses, non-spouse persons and non-persons. He’ll also suggest some alternative strategies to the stretch IRA that clients can consider.

CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval

Bloomberg Tax logo

Jamie Hopkins
Director of Retirement Research
Carson Group


Susan Lipp - Moderator
Editor in Chief
Trusts & Estates