Secure Act: Significant Changes for Your Retirement Plan | Lord Abbett

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Public Seminars

Secure Act: Significant Changes for Your Retirement Plan 

There’s been quite a bit of buzz surrounding the Setting Every Community Up For Retirement Enhancement (SECURE) Act. With roughly 30 provisions – many of which are effective – there’s a lot to unpack. In this interactive presentation, Brian Dobbis, Director of Retirement Solutions, will explore and explain the major provisions impacting IRAs, required minimum distributions, estate planning and more.

KEY TOPICS DISCUSSED

  • Key IRA updates
  • End of the “Stretch” IRA
  • Expanded 529 Distributions
  • New RMD life expectancy tables
  • Increased small business tax credits
  • New Lifetime Income Options

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