Feb 21, 2020
IRA Update – Detailing the IRA Changes as part of the Secure Act signed into law on December 20, 2019.
After a year of dragging their feet, the Senate finally agreed to the Secure Act bill that was passed by the House several months ago. It was included in the 2020 Appropriations Act signed into law right before Christmas.
During this critical IRA Update Webinar, we will detail the slightly good and very not-so-good changes that will apply to IRAs effective January 1, 2020 – including faster payouts for IRA nonspouse beneficiaries, changes in RMD age and ability to contribute to Traditional IRAs after age 70.5.
Who Should Attend?
This update is a vital necessity for anyone in the position of answering IRA questions as a representative of the financial institution - including the customer service reps, operations personnel, investment advisors, trust officers and the bank call center employees.