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?
 

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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Pacific Life, its distributors, and respective representatives do not provide tax, accounting, or legal advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor or attorney.

Pacific Life is a product provider. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products.

Unless otherwise noted, all aforementioned money managers, their distributors, and affiliates are unaffiliated with Pacific Life and Pacific Select Distributors, LLC.

Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Insurance products can be issued in all states, except New York, by Pacific Life Insurance Company or Pacific Life & Annuity Company. In New York, insurance products are only issued by Pacific Life & Annuity Company. Product/material availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues.

Variable insurance products are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company and an affiliate of Pacific Life & Annuity Company. 

The home office for Pacific Life & Annuity Company is located in Phoenix, Arizona. The home office for Pacific Life Insurance Company is located in Omaha, Nebraska.

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