The SECURE Act

 

The SECURE Act is a new piece of legislation that makes significant changes to our retirement system. The overall goals of the Act are to make it easier for businesses to offer retirement plans for their employees and for individual taxpayers to save for retirement.

  • Employer Liability Protection for Annuities in Plans
  • Disclosure Regarding Lifetime Income Options
  • Portability of Lifetime Income
  • Increased RMD Age
  • Age limit Eliminated for Traditional IRA Contributions
  • Modifications to Post Death RMDs/Inherited IRAs

Watch Reed Lloyd, AVP of the Retirement Strategies Group, as he highlights key components of the SECURE Act that may have an impact on our business.

 

Receive CE Credit

Participants who watch the replay of Key Components of the SECURE Act webinar may be eligible for one hour of CFP® CE credit and CIMA® CE credit. Take and complete this quiz to receive CE credit.

CE credits granted based on a 50-minute hour.

 

 

Want to Learn More?
Additional Resources
 

Want to Talk Further on this Topic?

The Retirement Strategies Group, subject-matter specialists with advanced degrees and designations such as CFA®, CFP®, ChFC®, CLU®, and JD, are ready to help.

Call
(800) 722-2333
In New York, (800) 748-6907

Email
RSG@PacificLife.com

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