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SECURE & CARES Act Update Webinar

The SECURE ACT was passed in December, 2019 and had sweeping changes to IRAs. We are just now fully understanding the impact they will have on accountholders and especially beneficiaries. It is important that your staff knows the new rules and how they will affect the accountholder, beneficiaries, and reporting/compliance with the bank. Then the CARES ACT was passed in March, 2020. It had big effect on IRAs in the year 2020, especially RMDs. What of CARES carries over to 2021? Attendees will learn the following: -Amending IRA plan agreements -Changes to Traditional IRA eligibility requirements -IRA rollover concerns -New 10% early distribution penalty exceptions -RMD and QCD issues for 2021 and beyond  -Application of the new life expectancy tables  -Review of the Eligible Designated and Designated beneficiary options -New reporting requirements
3/24/2021 9:30 AM - 10:40 AM

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