How to Reclaim Stretch Payments for IRAs and Qualified Plans after the SECURE Act

Date: Wednesday, September 23, 2020
Time: 9:00am - 10:15am
Location: Zoom
Speaker: Jonathan Blattmachr, Esq

This presentation will discuss why income tax postponement and the use of trust are two of the most critical aspects of financial planning.  It will explain why the elimination of the "stretch" payments under the SECURE Act for qualified plans and from IRAs is so devastation to such planning.  It also will explain how employees of qualified plans and owners of traditional (non-Roth) IRA can avoid at least some of the adverse effects of the SECURE Act which eliminated the lifetime stretch for most beneficiaries when the employee or IRA owner dies.  This presentation is important to all planners personally and for their families. 

 

Join Zoom Meeting
https://us02web.zoom.us/j/89725953292?pwd=Z1Z5aDZONzhVSU9yei9sK3Q2bHFMdz09

Meeting ID: 897 2595 3292
Passcode: 941936
One tap mobile
+16465588656,,89725953292#,,,,,,0#,,941936# US (New York)
+13017158592,,89725953292#,,,,,,0#,,941936# US (Germantown)

Dial by your location
        +1 646 558 8656 US (New York)
        +1 301 715 8592 US (Germantown)
        +1 312 626 6799 US (Chicago)
        +1 669 900 9128 US (San Jose)
        +1 253 215 8782 US (Tacoma)
        +1 346 248 7799 US (Houston)
Meeting ID: 897 2595 3292
Passcode: 941936
Find your local number: https://us02web.zoom.us/u/kfaEUxHNk

Related Document(s):

See Upcoming Event Calendar