• Keith Fulfer

Join Our SECURE Act Workshop


In late December of 2019, Congress passed a funding bill that had several tax implications. One of those was the Setting Every Community Up for Retirement Enhancement Act of 2019, or SECURE Act.


Pickler Accounting Advisors — along with Pickler Wealth Advisors and The Pickler Law Firm — is sponsoring a workshop on Thursday, February 6 to help you understand the many possible implications. The Secure Act is the most extensive retirement act passed by Congress since 2006. There are three sessions available, the Morning session from 9:00 a.m. - 10:30 a.m., the Afternoon Session from 12:00 p.m. - 1:30 p.m., and the Evening session from 5:30 p.m. - 7:00 p.m.


You can register by clicking the link below or by calling the office at 901.316.0160. If you have specific questions about the event, please ask for Keith.


You are allowed to bring up to three guests but please make sure to register them as well by using the link below.


Click here to register for the event >


Speakers:


Here are some highlights:

  • Part-time workers would be allowed to participate in 401(k) plans.

  • The age at which required minimum distributions (RMDs) must be made would go from 70½ to 72.

  • Contributions could be made to traditional IRA contributions by those older than 70½.

  • New parents, including adoptive moms and dads, could make penalty-free retirement plan withdrawals from qualified retirement plans.

  • Inherited IRAs, instead of being stretched out tax-deferred over beneficiaries' lifetimes, now must be drawn down completely within 10 years.

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