You want your clients and their loved ones to get the most out of retirement planning. Then the SECURE Act passed, tightening the rules and essentially eliminating the stretch IRA. What now?
By now you’ve heard about the bill’s major provisions, tax benefits and tax hurdles.
Take a deeper dive into the SECURE Act with Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, and Director of Retirement Research at Carson.
Jamie can help you master retirement income planning under this powerful piece of legislation. Join him to learn how to help maximize your clients’ total after-tax wealth and avoid the pitfalls of the new laws.
He’ll go over specific planning scenarios, discuss the reasoning behind the legislation, answer your questions and prepare you to answer your clients’ questions, too, during “Dive Deeper Into the SECURE Act: Where Do You Go From Here?”
Join him at 1 p.m. CDT on Jan. 9, 2020 for a deeper dive.