Secure Act Opportunities Abound | Lord Abbett

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Financial Advisor Education

SECURE ACT: Opportunities Abound

As the most comprehensive retirement legislation in more than a decade, the Setting Every Community Up for Retirement Enhancement (SECURE) Act is generating significant buzz as many of the Act’s 30 provisions are now effective.  In this interactive seminar, Brian Dobbis, Director of Retirement Solutions, will explore and explain new opportunities, provisions impacting IRAs, beneficiaries, Qualified Charitable Distributions, Multiple Employer Plans (MEPs), and more.

KEY TOPICS DISCUSSED

  • Critical IRA issues
  • End of the “stretch” IRA
  • Changes to RMD life expectancy tables
  • Multiple Employer Plans (MEPs)
  • Increased retirement plan tax credits
  • Lifetime Income Options
  • Your Questions!

CE CREDITS

  • IMCA
  • CFP
  • PACE

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