SECURE Act Case Studies

During this webinar, Brittney Shearin, LWP Legal-Technical Attorney and Salvatore J. LaMendola, Attorney with Giarmarco, Mullins and Horton, P.C. will provide information on what was updated and clarified in SECURE Act 2.0. Brittney and Salvatore will help attendees get clear on the planning considerations and opportunities in light of SECURE Act 2.0.

Thursday, June 15th at 2pm (EDT)

By attending live, you will learn:

• When to use a SORT and how to structure beneficiary designations to balance asset protection with beneficial tax consequences.
• The implications of leaving retirement accounts to different beneficiaries.
• The differences that can occur based on date of death, birthdates, and other beneficiary status.
• And much more.

This webinar will be very hands-on. Brittney and Salvatore will go through case studies to analyze the outcomes for different design scenarios. They will also share flowcharts of different outcomes based on how beneficiary designations are structured. At the conclusion, you will feel confident in your SECURE Act 2.0 knowledge and how to incorporate it into your practice.

Please enter your questions below, as we would like to answer as many questions as possible during this interactive session.