Untangling the SECURE Act: Clients need to know -- what, exactly?
Clients are worried and confused, unsure what parts apply to them now and what can be dealt with later. The impact of one wrong step could be huge.
Many advisors have heard that the SECURE Act is the most important retirement legislation in over 10 years. Hard to argue with that — besides having a long name* that sounds like it was created after the acronym was, SECURE is packed with details, from the simple to potentially industry-changing ones.
To add to the confusion, Congress passed it in a last-minute deal near the end of December 2019. So quite a few people were taken by surprise when some of SECURE’s provisions went into effect immediately on January 1, 2020.
Clients are worried and confused, unsure what parts apply to them now and what can be dealt with later. The impact of one wrong step could be huge.
The free, live webinar “Understanding the SECURE Act – What Your Clients Need to Know,” is coming on Thurs., Feb 13, 2020 from 12:00 PM – 1:00 PM MST. The experts behind the compliance series, Tax Facts, will discuss the SECURE Act and how it will change retirement planning as we know it.
It stands to reason that advisors who learn as much as they can are adding value to the services they offer clients. And they’re better situated to realize and take advantage of any new opportunities changes in regulation might offer. Are there opportunities? You tell me.
*The Setting Every Community Up for Retirement Enhancement Act. Easier to learn about than to remember its name.
Register now for the free webinar “Understanding the SECURE Act – What Your Clients Need to Know,” broadcasting live on Thurs. Feb 13, 2020 from 12:00 PM – 1:00 PM MST.