Optimizing Withdrawal Strategies under the SECURE Act(s)
Attend this session to review and analyze the current SECURE Act and potential changes of the pending 2.0 Act with regard to the withdrawal strategies for owners and particularly beneficiaries of IRAs. Presenter John Schuman will break down the mathematical outcomes to show the economic differences of various strategies for beneficiaries. Additionally, this session will work through case examples to understand the rules and rethink withdrawal strategies under the new SECURE Act(s).
Learning Objectives:
- Understand the new withdrawal rules
- Learn strategies to enhance the outcome for beneficiaries
- Determine financial outcome of the strategies
