Larry Stein's 2020 Guide to Retirement Wealth: IRAs, 401(K)s, and More!
Part One: The Secure Act and Tax Extenders Impact on Retirement Wealth (200 Minutes)
Secure Act developments
IRA planning after The Secure Act
IRA estate planning after the end of the "Stretch IRA"
RMDs: Required Minimum Distributions
401(K) Plans - Secure Act: Auto enrollment, part-time employees, annuities, and RMDs
New disclosures: The Secure Act
Safe Harbor: Selection, plan fiduciary, lifetime Income provider
Portability: Lifetime income Investments
Defined Contribution Plans: Can now offer up to $5,000 penalty-free distributions for birth or adoption of a child
Form 5500: Increased penalties, failure to file returns
Part Two: Retirement Wealth Developments (200 Minutes)
Social Security update: Claiming analysis
Retirement planning update
OZ Fund Investments
Real estate update
Succession planning update
Checking out advisors: Robo Advisors
Resources for retirement wealth
Tax reform developments
Declutter and plan your legacy
Upon successful completion of this program, participants will be able to explain selected developments that impact retirement wealth including the Secure Act.
Basic knowledge of federal taxation.