Event Date: Tuesday, January 28, 2020

The SECURE Act: Dramatic Changes in Retirement Rules & Other Late December 2019 Tax Provisions

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SECURE Act Seminar

Time: 7:45 a.m.-10 a.m.
Location: Hilton Garden Inn Rockville-Gaithersburg
Speaker: David De Jong, Steven Widdes


After legislation languished for many months, Congress recently passed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). David De Jong and Steven Widdes with Stein Sperling’s Tax and Estates and Trusts departments will cover what you and your clients need to know about the SECURE Act, including:

  • Retroactive creation of employer retirement plans
  • Expansion of 401(k) plan participation to more part-timers
  • More informative statements for defined contribution plans
  • End of age restrictions on IRA contributions
  • Limited penalty free distributions on birth or adoption of a child
  • Increase in age for commencing of minimum distributions
  • Acceleration of required distributions for most inherited retirement accounts
  • “Kiddie tax” provision
  • Expansion of section 529 plans
  • Retroactive “extender” provisions

A total of 2 CPE credits are available.