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Free cpece webinars
The SECURE Act: What to Plan for Ahead

THE SECURE ACT: WHAT TO PLAN FOR AHEAD

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 16, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

The SECURE Act was signed on December 20, 2019 and went into effect on January 1, 2020 with bipartisan support. It is critical to understand the changes as well as how they will impact your clients' retirement and estate plans going forward. Any previous advice given is most likely outdated and you’ll need to be equipped with the right knowledge in order to have better control and help navigate them through misconceptions or incorrect information. Those with IRA trusts will be especially affected and need to plan as soon as possible before the unexpected happens.

Learning objectives:


  • Overview of the SECURE Act

  • Key considerations including:

    • 401(k)s for part-time employees

    • IRA contributions for graduate students

    • Penalty-free withdrawals for student loan debt

    • Penalty-free withdrawals for birth or adoption

    • Annuities in 401(k) plans

    • IRA contribution age limits eliminated

    • Required Minimum Distributions (RMDs) increased to age 72

    • Elimination of the “Stretch” IRA



  • Payout options for beneficiaries before December 31, 2019 and after January 1, 2020

  • Tax ramifications and how asset protection will be vital going forward

  • Planning opportunities to pass assets efficiently

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Carlos Dias Jr.

Dias Wealth
Founder and Managing Partner
carlos@diaswealth.com
(386) 931-3802

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Carlos Dias Jr. is a financial adviser, public speaker and president of Dias Wealth LLC, in the Orlando, Florida, area, offering strategic financial planning services to business owners, executives, retirees and professional athletes.

Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today and several others. He's also been interviewed on various radio and television stations. Carlos is trilingual, fluent in both Portuguese and Spanish.

About Our Presenter

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At Dias Wealth, our team works with clients from many backgrounds plan for a successful financial future. We provide real solutions that can help you make better financial decisions with a full range of investment management options, including tax, financial, charitable, asset protection, and estate planning services.