IRA: The Secure Act and the Cares Act: Where Are We Now? – ON-DEMAND WEBINARS

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Overview

Recorded: April 21, 2020

Presenter: Anetria Cohen, Vice President and Senior Consultant, FORVIS

A sixty-minute webinar that reviews the current state of IRAs.

Due to the disastrous effect of the Coronavirus, the Coronavirus Aid, Relief, and Economic Security (CARES) Act made a number of revisions to attempt to provide relief, including for Individual Retirement Accounts (IRAs), which include provisions regarding required minimum distributions (RMDs) for 2020 and withdrawal exemptions. These changes are in addition to the Setting Every Community Up for Retirement Enhancement (SECURE) Act from earlier this year that made a first round of dramatic changes to IRAs.

This webinar will provide an overview of the changes that affect IRAs, from both the SECURE Act and the CARES Act.

HERE IS WHAT YOU WILL LEARN:

  • A review of the SECURE Act changes
    • Including IRS guidance and revisions
  • CARES Act
    • RMDs for 2020
    • Withdrawal exemptions and repayments
    • Potential options for IRA owners
Who Should Listen
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