spring
A Seymour financial advisor recently completed his six-month training with Ed Slott and Co. LLC participating in a workshop on May 12 and 13.
Galen D. Krumme with JCB Investment Services participated in the invitation-only workshop, which provided technical training on advanced retirement account planning strategies, tax law changes and estate planning techniques.
“Retirement planning laws and regulations are constantly changing, and now, with conversations about the so-called SECURE 2.0 Act opening up in Congress, we can anticipate even more changes in the near future,” Krumme said in a press release
The workshop included a look at the recently released 2022 IRS regulations that provide guidance on many parts of the SECURE Act, which was signed into law in December 2019.
It also included an in-depth look at the IRS’s proposed SECURE Act regulations that provide guidance on many parts of the law, including eligible designated beneficiaries with explanations and examples, determining the eligibility of EDBs, beneficiaries successors with explanations and examples, the impact of SECURE Act regulations on trusts and examples and more.
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