Hot Topic Series-SECURE Act

Understanding the SECURE ACT of 2020


About the Seminar:
The SECURE Act was signed into law under the Appropriations Act on December 20, 2019, and most provisions went into effect on January 1, 2020.  These are the most substantial changes to IRAs in close to 15 years.  These changes present many issues and potential pitfalls to banks so a working knowledge of these changes is key.  With this rule change, you will need to know the old AND the new rules.  This one day seminar will summarize the changes and break down the details about new distribution regulations to owners and beneficiaries --- what stays the same and what changes?  How do we disclose these changes to our customer?