Top IRA SECURE Act & COVID Rule Changes for 2020 Tax Year

The SECURE Act upended several well-established IRA rules. Do you know about the new coronavirus-related distribution? What about new types of penalty-free distributions? What does the CARES Act require? This is your chance for detailed, expert analysis of the rule changes affecting IRA owners, trustees, custodians, and advisors.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Understand the new traditional IRA age, eligibility, and required minimum distribution rules
  • Incorporates “difficulty of care” payments and certain stipend and fellowship payments to graduate students
• Examine the highlights of the modified beneficiary required distribution rules under the SECURE and CARES Acts
• Handle qualified charitable distribution requests
• Analyze the coronavirus-related distribution (CRD) rules, including deadline, taxation, and recontribution requirements
• Identify new types of IRA penalty-free distributions, including qualified birth and adoption expense distributions

For more information or to register CLICK HERE.