Upcoming Events

Please check back regularly for an updated listing of all of Bob’s live webinars and conferences. Please follow the links provided for additional details on each event and information on how to register/attend!

Mar. 20

Estate Administrations for IRAs and Qualified Plans after the Secure Act

 Friday March 20

12:00 PM EDT – 1:30 PM ET

Estate Administrations for IRAs and Qualified Plans after the Secure Act

The SECURE Act’s 10-year rule now dramatically changes most of the tried and true planning principles. As an estate planner, how you will want to advise clients and approach spousal rollovers, disclaimer and income tax planning, and beneficiary payouts for IRAs and Roth IRAs are going to be drastically different.

Finding a balance between tax law, financial and property law issues, and now the SECURE Act is a maze that estate planners of all designations will need to know how to help navigate their clients and their families through.

For more information or to register click here:

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