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Required Minimum Distributions after the SECURE and CARE Acts

REQUIRED MINIMUM DISTRIBUTIONS AFTER THE SECURE AND CARE ACTS

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 19, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

This webinar will cover changes in the law applicable to required minimum distributions (RMDs) from qualified retirement plans and IRAs that have been enacted over the last two years. This webinar will also discuss strategies for responding to these changes, when these changes become effective, and the possible need to revise estate planning documents. This course will also include a review of those provisions of the law relating to RMDs that have not been changed and remain in effect.

Learning Objectives:


  • Identify how the rules for required minimum distributions from qualified retirement plans have been changed by recent legislation

  • Recognize how to deal with the elimination of the lifetime stretch out for beneficiaries

  • Identify when the increase in age for commencing distributions becomes effective

  • Identify which required minimum distributions can be avoided during 2020

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Robert J. Lowe is a partner in the Los Angeles office of Mitchell Silberberg & Knupp LLP, where he heads the employee benefits and executive compensation practice. His practice includes all areas of employee benefits and executive compensation, including qualified and non-qualified retirement plans; multiemployer pension and health plans; benefit plan issues in mergers and acquisitions; benefit plan investments in venture capital and real estate; equity incentive and nonqualified deferred compensation plans; group health plans including cafeteria plans and COBRA; benefit plans and executive compensation arrangements for employees of tax-exempt entities; income and estate tax planning for receipt of large distributions from retirement plans; and negotiating and drafting executive employment agreements.
Bob received his law degree from the University of California, Berkeley (Boalt Hall) and his undergraduate degree from the State University of New York at Binghamton. Bob has written many articles and frequently speaks on employee benefits issues.

About Our Presenter

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Operating from offices in Los Angeles, New York, and Washington D.C., MSK's leadership promotes the values of excellence, innovative thinking, and diversity.

MSK “innovates like a startup, but commands a courtroom like the biggest firms.” It goes beyond simply practicing law, often creating it as it tackles the most cutting-edge issues.