Podcast: How would the Secure Act dramatically impact your individual clients?

May 21, 2019

Podomatic  |   iTunes

In this episode, Bob Keebler, CPA/PFS discusses the Secure Act and its impact on retirement planning and post-mortem distributions. Please note this Act has passed the House and we will keep you up to date of when/if a similar bill passes the senate.

He answers the questions:

  • What is the current law?
  • What is the proposed Secure Act and how will it impact IRA planning?
  • What do you need to think about now for your clients?

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The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.

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