The Secure Act Booklet

Keep your clients informed and up-to-date

This SECURE Act booklet provides an overview of the essential details that may have a considerable effect on your client's retirement and estate planning choices, decisions, and strategies. It is important that they take some time and have a consultation with you to determine how they may be affected, if at all, by this new and enhanced legislation.

Here's what's included in the guide:
  • A complete abbreviated synopsis of The SECURE Tax Act that is easy for clients to understand
  • Required Minimum Distribution (RMD) Tables and IRA requirements
  • A worksheet that allows clients to make a fast calculation of how much their RMD will be at their attained age
  • Basic information about the new 10 year distribution rules
  • The end of the stretch IRA

Quantity:
Min:  50

Liberty Quantity Discount Pricing

Quantity 50+ 250+ 500+ 1,000+ 2,000+
Price Each $2.60 $2.55 $2.35 $2.20 $1.95
Download as a PDF (suitable for email)*

* PDFs must be personalized with one individual name.