Retirement Planning Update Everything that you Need to Know

Overview

The world of retirement planning is undergoing a transformation with the introduction of SECURE Act 2.0. Staying informed and adapting your retirement strategies accordingly is crucial. This comprehensive course delves into the intricate details of SECURE Act 2.0, equipping you with the knowledge needed to optimize your retirement plans, embrace new opportunities, and ensure your financial well-being in this changing landscape.

Highlights

Thorough examination of SECURE Act 2.0 and its implications. Exploring enhanced retirement plan alternatives and revised contribution limits. Analysis of altered rules for Required Minimum Distributions (RMDs). Harnessing the power of novel retirement planning tools and incentives. Navigating beneficiary modifications and their impact on estate planning. Real-world case studies showcasing practical applications of SECURE Act 2.0 principles

Prerequisites

None

Designed For

CPAs, EAs, attorneys, and other tax professionals

Objectives

At the end of this course, you will be able to: Discuss the intricacies of SECURE Act 2.0 and its ramifications on retirement planning. List innovative strategies for maximizing retirement savings in light of the Act’s provisions. Discuss tax-efficient methods for navigating new retirement plan options. Identify estate planning techniques to align with SECURE Act 2.0 changes.

Notice

Approved for EA Credits