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Critical Update: The SECURE Act and Other Late 2019 Tax Changes (WYNK)

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Critical Update: The SECURE Act and Other Late 2019 Tax Changes (WYNK)

  • Customer Rating
    (9)
  • Field of Study
    Taxes
  • Level
    Update
  • Credits
    2
  • Qualifies for

    IRS CFP CPE

Overview

At long last, Congress has passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act. This new legislation contains significant changes relating to IRAs and employer plans as well as some important income tax changes. Every tax professional dealing with required minimum distributions, estate planning, and setting up retirement plans for small businesses, as well as those about to prepare tax returns for 2019, needs to understand this new legislation and its implications.

Major Topics:

  • Elimination of the “stretch” IRA for certain IRA and employer plan beneficiaries
  • The 10-year rule for IRA and employer plan required minimum distributions
  • Estate planning and estate tax planning after changes in IRA and employer plan rules
  • Increase in age for required minimum distributions
  • Repeal of maximum age for traditional IRA contributions
  • Changes in multi-employer qualified plans
  • Change allowing part-time, long-term workers to participate in qualified plans
  • Extender provisions that were reenacted
  • Newly enacted income tax provisions
  • Changes related to certain Affordable Care Act provisions

Learning Objectives

  • Understand the new changes relating to IRAs and employer plans
  • Understand new and extended income tax provisions enacted as part of this new legislation
  • Apply new estate and estate tax planning strategies in light of changes to IRA and employer plan rules

Designed for:

Financial planning, retirement planning, and tax practitioners who anticipate advising clients with respect to changes associated with this new legislation as well as any tax professional preparing 2019 income tax returns

Prerequisite:

A basic understanding of individual income tax

Advanced Preparation:

None

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