This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today, we will discuss “Planning Under SECURE 2.0 and the Proposed Regulations” featuring:

Bruce D. Steiner, Esq. LL.M, Of Counsel, Kleinberg, Kaplan, Wolff & Cohen, P.C.

By way of background, this episode will discuss: 1. The changes under SECURE 2.0 and the proposed regulations. 2. Changes in the required distributions. 3. Additional benefits of Roth conversions. 4. Planning for disabled and chronically ill beneficiaries. 5. How to use charitable remainder trusts to replicate the stretch. 6. Greater flexibility of trusts under the proposed regulations, and more.

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