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URL:https://www.learndesk.us/class/6247818232594432/lesson/c4a8a4dab5bd707639821534d1b4fecd?ref=outlook-calendar
SUMMARY:Welcome
DTSTART;TZID=America/Los_Angeles:20260405T190000
DTEND;TZID=America/Los_Angeles:20260405T200000
LOCATION:https://www.learndesk.us/class/6247818232594432/lesson/c4a8a4dab5bd707639821534d1b4fecd?ref=outlook-calendar
DESCRIPTION: 
Recent changes…
The information contained in this course was accurate at the time of original publishing and the update that was made to include provision of the 2018 tax changes.
The concepts in this course have stood the test of time.  How much you can invest and what the maximum you can contribute to various retirement plan structures, as well as, tax rates, change over time.  Some examples in this course will use numbers that are lower than the current maximum contribution level.  The concepts, however, remain the same.
The Secure Act
There were several significant changes that occurred as a result of the Secure Act passed in late 2019.
The first was the elimination of the “stretch” provision for non-spouse beneficiaries.  What once used to be the ability to “stretch” the required distribution over a non-spouse beneficiary’s lifetime, has now been reduced to 10 years (following the year of the date of death).  This still represents a significant planning opportunity.
The...

https://www.learndesk.us/class/6247818232594432/lesson/c4a8a4dab5bd707639821534d1b4fecd?ref=outlook-calendar
STATUS:CONFIRMED
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DESCRIPTION:Class Reminder
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