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EST2308 - Secure Act - Trusts as Retirement Plan Beneficiaries

‐ Jun 5, 2023 4:15pm

The 2019 Secure Act made major changes that affect how retirement benefits are paid out after the death of the account owner. Owners who want control over the timing of benefits after death have traditionally used trusts to exercise that control. The Secure Act changed the timing of many post-death distributions and complicated matters for trustees. In this session, we'll discuss how the major types of trusts will operate after Secure and Secure 2.0.

Learning Objectives:

  • Recognize the reasons trusts are named as beneficiaries.
  • Identify the types of trusts used and their characteristics.
  • Determine planning strategies to work with trust beneficiaries





Concurrent Session Onsite and Online

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