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When and Where
  • 1/22/2020 1:30 PM CST
  • 1/22/2020 3:30 PM CST

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Covered Topics

  • What are the major effects of the Secure Act of 2020?
  • What is the beginning age for IRA Required Minimum Distributions?
  • What is the major impact of the loss of the “stretch” IRA payout for nonspouse beneficiaries?
  • Will we have to send out amendments to our IRA accountholders?
  • Clarifying reporting of Qualified Charitable Distributions to the IRS and why they will become more prevalent over the next couple of years.
  • What are the mandatory notices and reporting to be distributed to IRA accountholders in January 2019?
  • What are the mandatory notices and reporting that must go to the IRA accountholder in January 2020.