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Secure Act 2.0: The Impact On Elder And Special Needs Planning

Retirement benefits are “special assets” because of the special tax rules that govern them. Some of these special tax rules have been modified by the SECURE Act and SECURE 2.0.

In December 2022, the Consolidated Appropriations Act was signed into law that contained provisions known as SECURE 2.0 that will affect retirement outcomes in the near and far future.

Join Mark Munson as he identifies the changes made by the SECURE Act and SECURE 2.0 so that planners can assist their clients with planning for retirement benefits.

Who should attend this webinar?
Attorneys who plan with clients’ retirement benefits.

SECURE Act 2.0: The Impact on Elder and Special Needs Planning
Presenter: Mark Munson, CELA, Ruder Ware, L.L.S.C
Free Webinar: Tuesday, April 11, 12:00-1:00 p.m. ET