Speaker: Eric Harris
Topic: The Secure Act: What is it, and how does it change estate planning for retirement plans
Handouts – SBEPC Focus Group 2020-6 Harris Secure Act
In December of 2019, new legislation quietly created the largest changes to retirement plan rules in decades. Join the South Bay Estate Planning Session Focus Group facilitated by Eric Harris, Esq. for a lively discussion covering the following topics:
- Policy discussion
- What changed and what stayed the same?
- Why is estate planning for retirement plans fraught with danger?
- Sample provisions