United States

The SECURE Act—the impact on your tax and estate planning

RECORDED WEBCAST  | 

On Dec. 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law. Certain of its provisions will have a significant impact on the way some individuals approach their financial, tax and estate planning for large qualified plans and individual retirement accounts (IRAs). 

In this recorded webcast, Charlie Ratner, senior director in RSM’s Washington National Tax practice, describes the provisions of the SECURE Act that are likely to have the most impact on an individual’s financial, tax and estate planning and offers individuals a framework for working with their advisors to identify, prioritize and address specific topics or areas of concern or opportunity.

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