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*Premium Courses only included in the Unlimited Plus Package
This course provides a comprehensive analysis of the SECURE 2.0 Act. The principal focus of the Act is to expand retirement coverage and increase retirement savings. As such, the Act has many important changes relating to IRAs and qualified plans. This legislation alters the landscape of retirement planning for taxpayers of all ages. Make sure you are up to date with the latest information available in order to effectively advise your clients on these important changes.
Any accounting and finance practitioner advising clients with respect to new pension and other changes brought about by the SECURE 2.0 Act Prerequisite
None Advance Preparation
None IRS Approved
Yes CFP Approved
No
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