Saving the Stretch: SECURE, Retirement Planning, and Special Needs Trusts

With over half of Americans owning an individual retirement account (IRA)—and that number increasing every day—understanding how those accounts function in an estate plan is of growing importance. Join us for this complimentary webinar, where we will discuss statutory and regulatory requirements impacting inherited IRAs under the SECURE Act, specific planning options for disabled beneficiaries, and how a special needs trust can be the key to preserving tax-advantaged status and ensuring the accounts benefit those most in need.

Presented by: Zach Bloxham, J.D

CLE: 1.0 General credit

Approved States: CA, CO, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT

(AK, AR, AZ, CT, ND, MO, NH, & TX are eligible to claim credit.)

We will supply you with the information needed to apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance.

Note: WealthCounsel does not offer CFP/CPE credit for this recorded webinar.

WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.