Smart Counsel Series

What You Should Know About Your Retirement Accounts and the SECURE Act
To our Clients and Friends:

Please join us virtually for the next presentation in our Smart Counsel Series to learn What You Should Know About Your Retirement Accounts and the SECURE Act.

In a first for our Smart Counsel Series, this presentation will be done in two parts, both via recorded webinar that you may view at your leisure.

Part One – SECURE Act Webinar

In the Part One webinar, Attorneys Julia Abbott and Abigail Poole will take you through the basics of the SECURE Act and how you might be affected. Click on the image below to watch the full webinar now.

The SECURE (Setting Every Community Up for Retirement Enhancement) Act took effect on January 1, 2020, and is the most significant legislation impacting retirement accounts in decades. The Act makes changes that affect distributions from retirement accounts during the lifetime of the account owner, and significantly impacts the way non-spouse beneficiaries must take distributions from inherited retirement accounts following the death of the account owner. An understanding of the SECURE Act’s provisions is crucial for anyone with significant assets in an IRA, 401k, 403b or other qualified retirement account, especially if you have one or more Trusts as part of your estate plan.

Please view this webinar from the comfort of your home to learn about:

The provisions of the SECURE Act that impact account owners during their lifetimes.
The changes to the rules regarding distributions from inherited retirement accounts and how they will impact your beneficiaries and estate plan.
Possible strategies to address the adverse impact of these changes, including updating your Trust provisions, Roth IRA conversions, charitable donations, trust strategies, and more.
As an added bonus, don’t miss this opportunity to meet Attorney Julia Abbott, who has recently joined the firm as a partner.

Part Two – Q&A Webinar

Part Two is a follow-up to the SECURE Act Webinar during which Attorneys Abbott and Poole will answer all your questions about the SECURE Act, which we invite you to submit via email. After watching Part One, send your questions to Jennifer at poles@ssbllc.com by 5pm on Thursday, May 28th. We will email the link to the Part Two webinar answering your questions in early June.

Suzanne R. Sayward
Maria C. Baler
Julia K. Abbott
Abigail V. Poole