The SECURE Act and CARES Act have brought major changes to retirement planning for 2020 and beyond. From a new RMD age to the death of the stretch IRA, you need to know how to help your clients in this new landscape. Join Savvy IRA program leader Jeffrey Levine, CPA/PFS, CFP, AIF®, CWS, MSA for this important webinar.
Topics that will be covered include:
Jeffrey is an accomplished writer, go-to industry source on the best practices and dangerous pitfalls involving the complex world of IRAs and other retirement accounts, and the creator of Savvy IRA Planning. Jeffrey has helped educate thousands of financial advisors, CPAs, attorneys and consumers on IRA tax and estate planning strategies. He is a presenter for national conferences, CPA continuing education programs, web-based conferences and client seminars.
Jeffrey can regularly be seen promoting retirement and tax education on television stations such as CNBC, Fox Business News, CBS and Public Television, and is frequently quoted in publications throughout the country, including The Wall Street Journal, USA Today, Kiplinger’s, the New York Times, Investment News, Forbes, Market Watch and Money Magazine.