Keeping Retirement SECURE - New Act.New Opportunities

Course Details

Date

Friday, August 28, 2020

7:00am – 8:00am

Field of Study

Specialized Knowledge

Course Number

CC2038

CPE Credit

1 hour CPE credit

Level of Knowledge

Overview

Vendor

CPA Crossings

Prerequisites

None

Description

The Setting Every Community Up for Retirement Enhancement (SECURE) Act makes significant changes to retirement planning, particularly with IRAs. This presentation highlights how the SECURE Act could affect your retirement planning and the opportunities this Act now brings that can affect all workers and retirees.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Highlights

  • Review the maximum period over which an inherited IRA can be withdrawn
  • Changes to Required Minimum Distributions (RMD)
  • Estate planning considerations

Objectives

Participants walk away with tips on how to adjust their retirement strategy based on the SECURE Act.

Designed For

All CPAs, financial planners, attorneys and anyone planning for retirement.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$50.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$65.00
Your Price $65.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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