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Amy Morrissey discusses the change to the age for required minimum distributions under SECURE 2.0.
SECURE Act: Terminology and Planning
On-Demand Seminar (Posted 03/02/26) | Level: Intermediate
Our expert walks through the background and updates of the SECURE Act since it was enacted. Gain knowledge on key terminology and changes as well as practice tips for planning for a surviving spouse beneficiary and minor children.
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