SECURE Act Retirement Update: SECURE Act, Proposed Regulations, SECURE 2.0 and Other IRS Guidelines

Address estate planning for retirement benefits in light of the SECURE Act, proposed regulations, SECURE 2.0 and other IRS guidance. After a brief refresher of the foundational definitions and concepts, the focus will be on planning for the natural objects of one’s bounty: surviving spouses, children and other relatives.

Originally presented as part of the Estate Planning Short Course 2024

Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

SKU: P9004-24R-04

$60.00 or 1.00 credits

Qty: decrease increase

Expires: 7/1/2026

SECURE Act Retirement Update: SECURE Act, Proposed Regulations, SECURE 2.0 and Other IRS Guidelines
Address estate planning for retirement benefits in light of the SECURE Act, proposed regulations, SECURE 2.0 and other IRS guidance. After a brief refresher of the foundational definitions and concepts, the focus will be on planning for the natural objects of one’s bounty: surviving spouses, children and other relatives.
Svetlana V. Bekman, Northern Trust, Chicago

Overview
Specifications

Expires: 7/1/2026

Products specifications

Program Date	6/7-6/8/2024

Products specifications

Program Date	6/7-6/8/2024

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