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Slott and Keebler on what to watch out for with SECURE 2.0 | podcast

Jan 19, 2023 · 18 min listen

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The SECURE 2.0 Act introduced significant changes that impact individuals, employers, and financial professionals. The Personal Financial Planning (PFP) Section podcast episode “Slott and Keebler on what to watch out for with SECURE 2.0” covers financial planning strategies and key concerns like required minimum distribution (RMD) rule changes, IRS Rule 72(t), and strategic deferral decisions. Understanding these critical changes and gaining practical takeaways ensures you can provide informed and strategic advice to your clients. By joining the Personal Financial

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Topics

Personal Financial Planning
Tax

Subtopics

Individual Income Taxation
Retirement Planning
Tax Planning
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