21CF-EPFX: MNCPA Estate and Personal Financial Planning Conference (Virtual Only)
D1. Estate Planning for Retirement Benefits in a Post-SECURE World
Speaker:
Natalie Choate
Mon, 1:05 pm - 1:55 pm
The SECURE Act has upended classic estate planning techniques by replacing the “life expectancy payout” with the “10-year rule” for most beneficiaries. What are the planning options still left for a client leaving retirement benefits for the surviving spouse, minor children, disabled beneficiary or others? Do’s and don’ts of trust drafting post SECURE. Are there ways to beat SECURE? Plus, using the new IRS life expectancy tables.
NASBA field of study: Taxes - Technical (1)
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