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The Secure Act has passed, with many provisions effective January 1, 2020. Join us for a lively discussion of current IRA and HSA issues, including review and analysis of comprehensive changes affecting IRA owners, trustees, and custodians.
The winds of change are in the air. As a new year starts, it is important to understand how recent regulatory changes and proposed legislation may impact your IRA and HSA programs. Comprehensive retirement plan legislation is currently pending. The House passed the SECURE Act of 2019. Will the Senate act on this bill or pass similar legislation? While future legislation is hard to predict, there will be a lively discussion of current issues and regulatory proposals. Further, if you interact with IRA and HSA owners, have supervisory, managerial, or decision-making responsibilities, you’ll learn about the many implications regarding what is new and important in 2020 and beyond.
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