Event Detail

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:

Kimberly I. McCarthy, Esq.

Senior Vice President and Chief Wealth Client Services Officer

The Washington Trust Company

Designed For:

 

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