Estate Planning for Retirement Accounts: New Rules and Opportunities After SECURE and SECURE 2.0

Date: Wednesday, October 18, 2023
Time: 3:45pm - 6:45pm
Location: The Eddy Hotel, 4626 N Campbell Ave, Tucson, AZ 85718
Speaker: Sarah A. Brenner, Ed Slott and Company, L.L.C.

Handouts now available

This is a 2-hour Program



3:45pm – 4:00pm


4:00pm – 6:00pm

Dinner & Drinks

6:00pm – 6:45pm



by Friday, October 13th

You will be sent a return email confirmation.



About the Program

It’s a whole new world when it comes to estate planning for retirement accounts. In 2020, the Setting Every Community Up for Retirement Enhancement (SECURE) Act upended the rules by eliminating the “stretch” IRA for most beneficiaries. Now instead of being able to stretch distributions from inherited accounts for decades, most beneficiaries will need to empty inherited accounts in ten years.

The changes have not stopped. In 2022, not only did the IRS issued more than 300 pages of proposed SECURE Act regulations, which included clarifications of the rules for trust beneficiaries and an unexpected interpretation of the new 10-year rule, but SECURE 2.0, another law affecting retirement accounts, became a reality.

For many individuals, their retirement account is one of their biggest assets and transferring as much of that wealth to the next generation is a top priority. To meet this challenge, estate planners need to understand all the nuances of all the rules for inherited retirement accounts.

This program will take a deep dive into the estate planning rules for retirement accounts that impact your clients the most. Recent game-changing rules for distributions from inherited retirement accounts, how to avoid beneficiary form mistakes, and new trust beneficiary pitfalls and opportunities are all topics that will be explored. The program will do more than just summarize the rules, it will also provide practical explanations of how they can benefit your clients.


About the Speaker

Sarah Brenner has worked for over twenty years helping clients solve complex technical IRA questions. She has been a contributing writer for many IRA texts, articles and training manuals and has been quoted in national financial and tax publications such as The New York Times, USA Today, The Wall Street Journal, The Philadelphia Inquirer, and CCH IRA Guide.

She is an experienced speaker who has educated thousands of professionals in the financial industry including attorneys, CPAs, bankers, financial advisors, and brokers on retirement plan rules. Sarah has won praise for her ability to communicate complex laws in an easy-to-understand way and provide practical strategies for clients.

Sarah is a contributing writer and editor for Ed Slott’s IRA Advisor newsletter, distributed to thousands of financial advisors nationwide, and writes for several areas of the company’s website, Sarah also serves as a valuable resource for the members of Ed Slott’s Elite IRA Advisor Group™, a 400+ member organization of some of the country’s top financial advisors who are dedicated to becoming experts in IRA distribution planning.

Sarah is a graduate of Smith College and Villanova School of Law. She is a member of the Pennsylvania Bar. She practiced law with a concentration in elder law for several years and for fifteen years was a senior consultant with PMC, Pension Management Company, an independent IRA consulting firm for financial organizations nationwide.

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