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Practical Applications of the SECURE Act and The CARES Act: How to Identify and Implement Strategies for 2021 and After



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The Setting Every Community Up for Retirement Enhancement (SECURE) Act made changes to contributions and distribution rules for retirement accounts effective for 2020 and after. Since then, additional guidance has been issued by the IRS. Many of these were largely ignored for 2020 because of the COVID-19 pandemic and the resultant temporary changes made by the Coronavirus Aid, Relief, and Economic Security (CARES) Act. But, for 2021, advisors must get back on the retirement track of helping their clients take advantage of the SECURE Act provision and ensure that beneficiaries make the best of the distribution limitations that now apply to designated beneficiaries.

Join Bruce D. Steiner and Denise Appleby in the exclusive LISI Webinar as they explain the key provisions and provide solutions that advisors must use to help their clients maximize the SECURE Act benefits and minimize any negative impact on estate and distribution planning for beneficiaries. Topics that will be covered include:

  • How to claim tax benefits for coronavirus related distributions
  • 2020 RMD waivers and exceptions to the 60-day rollover deadline
  • Who is subject to RMDs for 2021?
  • Improvements to IRA contribution eligibility
  • The increased in RMD starting age. Who does it affect?
  • The new Qualified charitable distribution application for 2020 and after
  • Is the stretch IRA really dead?
  • Who is subject to the new 10-year rule?
  • Why an older beneficiary is now in vogue-older is the new younger for beneficiaries.
  • The line of delineation for 2020 vs pre-2020 beneficiaries
  • How to determine the distribution options for successor beneficiaries
  • Why Roth conversions matter now more than ever
  • Does it still make sense to designate a trust as the beneficiary of an IRA?
  • The pros and costs of designating a trust as the beneficiary of an IRA
  • Conduit vs Accumulation Trusts- how to determine suitability for IRAs
  • Conduit trusts by beneficiary type: What must be considered
  • When a charitable remainder trust is a practical option for an IRA beneficiary

 



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