Learn How to Adapt to the New IRA Provisions Passed in the SECURE Act
The SECURE Act swiftly passed and has now gone into effect for 2020. This is a fantastic opportunity to show your clients the value you bring as their trusted advisor. If you haven’t proactively communicated the IRA changes with your clients, someone else will. Join me for a brief 30 minute webinar where we'll discuss:
- What happened to the Inherited/Stretch IRA?
- 3 actionable strategies to help IRA owners adjust to the tax law changes
- 3 actionable strategies to help IRA beneficiaries that now inherit an IRA
We're here to help with your communication strategy and are prepared to work through each individual case with you. If you have any questions or would prefer a one-on-one presentation, give us a call at 800-541-7713, as always we will answer fast!