Steven Seigel

Retirement Distributions and the Secure Acts

September 22, 2026 – 7:00pm to 9:45pm
Steven Siegel, J.D., LL.M.
3 Taxation Credits

This course provides coverage of the retirement planning issues that affect many clients. Its primary focus is on the assets in a retirement plan and the federal income, gift and estate tax rules that must be addressed in withdrawing and distributing these assets.

Highlights:

– How to Withdraw Funds from a Plan Without Paying a Penalty
– Addressing Required Minimum Distributions after the SECURE Acts
– The Spouse as the Favored Plan Beneficiary
– Determining Which Beneficiary’s Life Expectancy to Use
– How to Do Estate Planning with Retirement Plan Assets
– Combining Retirement Plan Issues with Charitable Planning
– Converting Traditional IRAs to Roth IRAs

Location:
Delta Hotels by Marriott Woodbridge
515 US Highway 1 South, Iselin, New Jersey 08830 USA

$90.00

Speaker Bio:

Steven is president of The Siegel Group, a Morristown, NJ-based national consulting firm specializing in tax consulting, estate planning, and advising family business owners and entrepreneurs. Steven is the author of many books and is a nationally recognized speaker who has lectured on tax, business and estate planning topics. He has also served as an adjunct professor of law at both Seton Hall and Rutgers University law schools.

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