Loading Events

« All Events

  • This event has passed.

How the New SECURE Act Affects Your Retirement Accounts & Planning

April 30 @ 12:00 pm - 1:00 pm

Free
text: How the New SECURE Act Affects Your Retirement Planning with illustration on right of piggy bank with IRA text

On December 20, 2019, President Trump signed into law the SECURE Act: the first major law change regarding qualified retirement plan assets in almost two decades. The SECURE Act has profoundly affected planning for required minimum distributions following the death of an IRA owner. The law now requires that the full IRA be distributed within 10 years, which dramatically accelerates income tax liability and potentially exposes the IRA assets to divorces, bankruptcies, and lawsuits. Although there are some exceptions to the 10-year rule, income tax, special needs trust, and asset protection planning now need to be coordinated on a case-by-case basis.

Come learn what the new law is and potential strategies to minimize the adverse income tax consequences and continue asset protection.

Register Here

About the Presenter

Irvine Estate Planning Attorney Kevin SnyderKevinĀ Snyder is a husband, father, and an Orange County estate planning attorney at Snyder Law, PC in Irvine, California. He’s all about family and passionate about estate planning, elder law, and veterans. He founded Snyder Law to help families from Orange County, Los Angeles County, and Southern California plan to protect what matters most: their loved ones, their dignity, and their legacy.

Details

Date:
April 30
Time:
12:00 pm - 1:00 pm
Cost:
Free
Website:
https://zoom.us/webinar/register/WN_EWad7HuxTOupjDbsHvQVDw

Venue

Online Webinar

Organizer

Snyder Law, PC
Phone:
949-333-3702
Email:
info@snyderlawpc.com

Pin It on Pinterest