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· 1 hour

New Retirement Rules: The Secure Act of 2019

Thursday, April 29, 2021 · 10:30 a.m. · Pacific Time (US & Canada)
About This Webinar

The Secure Act is the biggest retirement related legislation in over a decade. New savings and tax planning opportunities demand everyone's attention. Funding retirement is one of the biggest challenges we face. The Secure Act rules will impact 401k plans, IRAs, 529s, RMDs and more. You need to understand the impact these new retirement rules may have on you and take steps now to adjust your retirement strategies.

Agenda
  • Why your 401k plan will look different in the future.
  • New age limit rules for contributing and spending IRAs.
  • The importance of planning and managing your taxes.
  • The "Death of the Stretch IRA" and what it means for your family.
  • One way the government is trying to address student loan debt.
  • How new parents can withdraw money for child expenses.
  • How small business can benefit from starting a retirement plan.
Who can view: Everyone
Webinar Price: Free
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