Tuesday, March 17, 2026
4:00 p.m. ET / 1:00 p.m. PT
The SECURE Act, SECURE 2.0, and the IRS’ Final Regulations Interpreting the SECURE Act significantly altered the retirement planning landscape. Perhaps the most impactful of these alterations were the changes to IRA rules.
The IRA rule changes, and subsequent clarifications of those rules, created a nuanced and complex regulatory landscape that has, at times, confused and befuddled even the most astute financial professionals and IRA commentators.
Join us as this presentation will cover many of the SECURE Act changes, current IRA rules, and strategies for income generation and wealth transfer to maximize client results and satisfaction in a post-SECURE Act world.
This webinar is for financial professionals only.
FOR INSTITUTIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION OR USE WITH RETAIL INVESTORS.
Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer’s individual set of facts and circumstances. You should rely on your own independent advisors as to any tax, accounting, or legal statements made herein.
Annuities are long-term, tax-deferred vehicles designed for retirement and are insurance contracts. Variable annuities and registered index-linked annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax for withdrawals before age 59½ unless an exception to the tax is met.
Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company® (Home Office: Lansing, Michigan), and Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York). Jackson National Life Distributors LLC, member FINRA.