Secure Act 2.0 Update - Presented by the MCBA Trusts & Estates Section and the Estate Planning Council of Rochester
Date: Wednesday, October 25, 2023
Time: 8:30am - 10:30am
Location: Harris Beach
Speaker: Stephen Bennett. Esq. Evans fox LLP and Jamie block, CFP, CPA/PFS, MBA, CDFA, AEP, Sr. Wealth Advisor, Director Mercer Advisors
Secure Act 2.0 became law in December 2022. Since its passage there has been numerous changes, extensions, and guidance provided to demystify the over 90 provisions and over 4,000 pages. In the 2 hours allotted, we will discuss the basics and dive deeper into application of the inherited IRA distribution rules using case studies and examples. Lastly, we will discuss some other less known provisions of the Secure Act 2.0 that have an impact on many of our clients.
