On-Demand Webinar with NAIFA & the Carson Group
These materials explain how the SECURE Act impacts insurance and financial professionals and their retirement planning clients. They, along with the webinar posted above, provide a good overview of the law's most relevant provisions and ways it will likely affect producers with Main Street and small business clients.
- "The Path to the SECURE Act" (PowerPoint)
- "NAIFA Summary: The SECURE Act" (PDF Document)
- "The SECURE Act in 2020" an analysis by Steptoe & Johnson LLP (PDF Document)
- "SECURE Act And Tax Extenders Creates Retirement Planning Opportunities And Challenges" (kitces.com blog post)