At Convergent, we understand both the opportunities and challenges faced by retirement industry professionals and financial organizations. Our products and services, therefore, are laser-focused on helping you and your organization accomplish two fundamental business objectives:
To meet the diverse needs of our client base, Convergent offers both turnkey solutions and tailored solutions to help you meet your firm’s compliance and business development objectives.
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Help your clients make sense of the SECURE Act changes with accurate, easy-to-understand explanations of the Act’s key IRA provisions.
#501 IRA Owner’s Introduction to the SECURE Act of 2019
The IRA rule changes made by the SECURE Act that are effective January 1, 2020, will affect some IRA owners and beneficiaries more than others. This brochure provides an overview of the changes to help IRA owners determine the impact the changes will have for them and their beneficiaries.
#502 Expanded IRA Funding Options under the SECURE Act of 2019
The rules governing Traditional IRA contribution eligibility have been expanded for tax year 2020. This brochure outlines who can take advantage of the new funding options.
#503 Navigating the New RMD Rules under the SECURE Act of 2019
When RMDs are required to begin has been changed for some IRA owners. This brochure not only outlines the new rule, but also provides a straightforward explanation as to who the new rules apply to and who must continue to be compliant with the pre-SECURE Act rule.
#504 Penalty-Free IRA Distributions for Births/Adoptions under the SECURE Act of 2019
Penalty-free IRA distributions are now available to individuals following the birth and/or adoption of a child. This brochure outlines the eligibility requirements for a “Qualified Birth or Adoption Distribution” along with providing information on a repayment option which allows for those funds to be returned to an IRA in the future.
#505 IRA Beneficiary Rule Changes under the SECURE Act of 2019
The rules governing required distributions to IRA beneficiaries have changed significantly. This brochure provides an overview of the changes to help IRA owners determine the impact, if any, the changes will have on their retirement heirs, and ether meeting with an attorney or estate planning specialist may be warranted.
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Your IRA clients apprised of significant IRA changes that may