The SECURE Act changed some of the most basic rules about how we access the money in our retirement accounts including the age at which required minimum distributions begin and how distributions
The SECURE Act changed some of the most basic rules about how we access the money in our retirement accounts including the age at which required minimum distributions begin and how distributions are calculated for heirs. But the real issues may be more obscure. It may now be more advantageous to name a spouse as beneficiary rather than children. Having a trust as beneficiary could cause unexpected problems. And Roth conversions may be more appealing than ever. In this program we?ll cover the changes review what stayed the same and help you understand the implications. REGISTER