Advanced Planning Presents: Retirement Planning After the SECURE Act and CARES Act with Natalie Choate

May 14, 2020 at 1:00 PM

Northwestern Mutual invites you to participate in a live webinar on retirement planning after the SECURE Act and CARES Act with Natalie Choate.  The SECURE Act significantly changed retirement planning. These changes include changes to the required beginning date from age 70 ½ to 72, allowing for deductible IRA contributions after age 70 ½, and the elimination of stretch planning for many beneficiaries. The CARES Act eliminated required minimum distributions for 2020, expanded qualified plan loan options, and created an expanded 10% penalty exception in the wake of COVID-19. The question becomes: What should planners be evaluating to help their clients? Hear what nationally renowned expert Natalie Choate is evaluating with her clients.

Educational Objectives:

• Understand the changes to tax law from the SECURE Act
• Understand the changes to tax law from the CARES Act
• Identify opportunities to engage clients with their retirement planning and estate planning.

Who would benefit most from attending this program?

This program is designed for attorneys, accountants, and CFP® practitioners who want to learn more about estate planning with retirement benefits. Webinar participants will learn about income tax and transfer tax issues related to retirement benefits. Attorneys, accountants and CFP® practitioners will also receive continuing education credit for their participation. Insurance continuing education will not be offered.