Practical Planning for Retirement Accounts Post-SECURE Act​


Join attorneys Mike Schwartz and Jason Kohout of Foley & Lardner LLP for a discussion of the recently enacted SECURE (“Setting Every Community Up for Retirement”) Act and its potential impact on the family office  and family business environment. This webinar took a practical approach to estate and income tax planning in light of the SECURE Act. The speakers provided the family office professional and business owners with the tools necessary to perform a review of the family’s retirement account holdings and recommend a course of action to the family’s account holders.

Date Published: Tuesday, March 3, 2020

This webinar recording is available to FOX members and is available for purchase by FOX Public Network Guests.