Pulling it All Together: The SECURE Act, CARES Act & SECURE Act 2.0
Description:
Sponsored by Washington Trust Wealth Management!
SECURE Act (Overview and new IRS Guidance)
- Changes for beneficiaries
- RMD changes for owners
- RMD changes for inherited IRAs
- 10-year rule "clarification"
- Applicability and effective date
Highlights:
SECURE Act 2.0
- New legislation
Objectives:
Prerequisites:
None
Notes:
Instructor: Senior Vice President and Chief Wealth Client Services Officer The Washington Trust Company
Designed For: