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Key IRA changes made by the SECURE Act




and after. 3. Those that apply for both time periods. The most significant tax change embodied in this new legislation is the elimination of the “stretch” provision for certain beneficiaries of IRAs in favor of the “10-year rule.” This change potentially impacts millions of taxpayers and could result in making many tax planning strategies currently in place irrelevant or outdated. It may also impact the attractiveness of making a Roth IRA conversion. 

In her exclusive LISI Webinar, Denise will focus only on the key IRA changes made by SECURE, and will cover the following:

  • Elimination of age limits on the ability to make contributions to traditional IRAs effective for years beginning 1/1/2020

  • Exceptions to the 10-year rule for “eligible” designated beneficiaries

  • Increase in RMD age to 72

  • Coordinating qualified charitable distributions (QCDs) with deducting a contribution to a Traditional IRA

  • RMD rules applicable to those 70 ½ before 1/1/2020

  • Ten-year rule where IRA owner dies before 1/1/2020 and designated beneficiary dies after 1/1/2020

  • Options for a surviving spouse designated beneficiary before and after 1/1/2020

  • RMD rules for those continuing to work beyond age 72

  • Pre 1/1/2020 RMD rules and post 1/1/2020 RMD rules compared and contrasted




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Denise Appleby is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA tools and resources for financial and tax professionals. She has over 20 years of experience in the retirement plans field and has co-authored several books and written over 500 articles on IRA rules and regulations. Extensive Practical Experience Denise held several senior retirement-plans related positions with Pershing LLC, which includes Vice President of Retirement Plans Products and Services, Retirement Plans Manager, Trainer, Training Manager, Compliance Consultant, IRA/Retirement Plans Technical Help Desk Manager and Writer. Denise has extensive experience with training the staff and financial advisors of many broker-dealers on retirement plans related topics. She has trained hundreds of tax professionals including CPAs. Media Denise's wealth of knowledge in retirement plans led to her making appearances on CNBC's Business News, Fox Business News and numerous radio shows. In addition, she has been quoted in the Wall Street Journal, Investor's Business Daily, CBS MarketWatch's Retirement Weekly and other financial publications, where she gave insights on retirement planning. Her expertise and knack for explaining complex retirement plans rules and regulation, so that they are easily understood, created a demand for her to speak at various conferences and seminars around the country. Authorship With her experience, interests and qualifications dedicated to retirement plans, Denise has co-authored the following books on retirement accounts: • SIMPLE, SEP, and SARSEP Answer Book, Published by Aspen Publishers is the most comprehensive, up-to-the-minute, and authoritative resource on the market, answering the complex questions surrounding SIMPLEs, SEPs, and SARSEPs. The question-and-answer format, with its breadth of coverage and its plain-language explanations, provides practitioners with clear, concise answers to hundreds of practical questions. Practice pointers and numerous examples offer additional insight into the complexities of designing, administering, and reporting SIMPLEs, SEPs, and SARSEPs. Citations to authorities are provided as research aids for those who need to pursue particular subjects in greater detail. • Roth IRA Answer Book, Published by Aspen Publishers. The Roth IRA Answer Book, provides an up-to-the-minute tutorial on this subject for a wide variety of professional markets, including pension consultants, insurance agents, financial planners and investment advisors, plan administrators, lawyers, and accountants, as well as businesses that promote, market, service, or provide technical support to retirement plans, products, and related services. • Quick Reference to IRAs, Published by Aspen Publishers. The Quick Reference to IRAs provides attorneys, accountants, financial planners, and c | P a g e 2020 Edition| IRA Quick Reference Guides | www.IRApublications.com | QRGB2020- V3 consultants - along with their clients - with the essential facts and advice regarding the planning, implementation, and administration of IRAs. • Adviser's Guide to Retirement Plans for Small Businesses, Published by APICAL. The Adviser's Guide to Retirement Plans for Small Businesses is designed to provide you with the knowledge and tools you need to offer strategic advice about retirement plans. In 30 chapters, you’ll find discussion of statutory requirements, the legal structure of various plan types, as well as detailed information on plan design, establishment, monitoring, administration, correction of failures, and termination. Helping Consumers & Giving Back Denise is creator and CEO of the consumer website www.retirementdictionary.com, which provides free information to consumers about IRAs and other retirement accounts, including how to avoid costly mistakes and how to benefit from the favorable rules available only to these accounts. Academic and Professional Qualifications Denise, obtained her Master of Jurisprudence from John Marshall Law School, and is her undergraduate degree from Rutgers University, holds the following professional certifications: • Accredited Pension Administrator (APA), National Institute of Pension Administrators, Chicago IL • Certified IRA Services Professional (CISP), Institute of Certified Bankers, Washington DC • Chartered Retirement Plans Specialist (CRPS), College of Financial Planning; Denver CO • Certified Retirement Counselor (CRC), International Foundation for Retirement Education (InFRE) • Certified Retirement Services Professional (CRSP), Institute of Certified Bankers, Washington DC


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