Retirement Planning Opportunities Under the SECURE 2.0 Act

The panel of experts will discuss and answer questions about the changes made by SECURE 2.0 Act regarding individual retirement accounts, including changing when the first required minimum distribution can be made from the account, new rules for inherited IRAs by surviving spouses, the 10-year rule and who qualifies for the waiver of the RMD excise tax, expanded charitable giving options and conversions of 529 plans to Roth IRAs. They’ll also discuss proposed regulations under SECURE Act 1.0 including rules for disabled and chronically ill beneficiaries of IRAs and the determination of who is considered a beneficiary.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

New Andrew .jpgAndrew Fussner

Vice President of Estate Settlement 

American Heart Association

New Denise.jpgDenise Appleby


Appleby Retirement Consulting Inc.

NEW Bruce.jpgBruce Steiner


Kleinberg, Kaplan, Wolff & Cohen, P.C. 

susanlipp_90.jpgSusan Lipp – Moderator

Editor in Chief

Trusts & Estates

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