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On-Demand Webinar

Show Clients the Impact of the SECURE Act

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) offers significant changes for retirees. For instance, 

  • The age for required minimum distributions has been changed from 70½ to age 72. 
  • IRA contributions are no longer capped by age.
  • The stretch IRA has now been limited to 10 years. 

Advisors who serve mass affluent clients in retirement transition and beyond and use Tax Clarity® can help clients visualize these changes and all the possible scenarios. Watch this webinar from Covisum® Founder and President, Joe Elsasser, CFP®, to learn how you can capitalize on this opportunity.

In this webinar you will learn:

  1. How new RMD rules coupled with upcoming changes to mortality tables modify retirement income patterns
  2. How you can demonstrate opportunities for Roth conversions in Tax Clarity
  3. How to position these changes in your marketing