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Stephen R. Elville & Elville and Associates Present: The Advisors’ Forum

August 25 @ 12:30 pm - 2:00 pm

  • The SECURE Act Revisited – The 18-Month Update
  • How to Plan for Retirement Plan Assets in the Post-COVID/Biden Tax Plan Era

In December 2019 President Trump signed the SECURE Act into law, effective January 1, 2020.  Since that time, a surprising number of people have become aware of the new “10-year” payout rule, that there are few exceptions to this brief payout period and the acceleration of income tax, and that Uncle Sam has effectively eliminated the “stretch IRA.”  However, most clients (and their advisors) do not know how to effectively deal with or “play in the sandbox” with the SECURE Act.  Many clients have heard about certain limited strategies available to counter the effects of SECURE, yet much confusion (and ambivalence) exists despite continued and unprecedented market growth and the enormous wealth represented by qualified plans and IRAs.  Furthermore, estate planning for retirement plan assets under SECURE remains a crucial issue as its full impact continues to be understood and interpreted.  The new rules not only need to be understood and addressed from a financial and tax perspective, they must be accounted for and addressed in estate plans.

Stephen Elville, Managing Principal and Lead Attorney of Elville and Associates, will lead a discussion of the foregoing, along with the following specific topics:

– What does SECURE look like 18 months after enactment?;

– Review of fundamentals in planning for retirement plan assets in estate planning;

– What is the optimal planning process for dealing with SECURE?

– How does SECURE affect traditional planning methods for spouses?

– How does SECURE affect planning for the shares of children?

– How do we plan for persons with disabilities after SECURE?

– What are the financial, tax, and estate planning strategies available to clients for dealing with SECURE?

– Nuances, special considerations, and examples;

– Questions and answers

To register for the Forum and receive your personal link ahead of time, please click here.

For CFPs, CPAs, and others, 1.5 continuing education hours will be available for attending this Advisors’ Forum webinar.  Should you have any questions beforehand, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com.




August 25
12:30 pm - 2:00 pm