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
This product was added to our catalog on Monday 03 November, 2003.