SECURE 2.0: New retirement planning opportunities for your clients | webcast

Feb 01, 2023 · 1 hour 23 min watch

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The SECURE 2.0 Act of 2022 was signed into law by President Biden in December 2022, and it provides incredible opportunities for CPAs and financial planners to add value for their clients in the areas of retirement and tax planning.

Advisers will be required to master the important new rules contained within the bill.

The webcast covers the following rules and much more:

An increase in the age for Required Minimum Distributions (RMDs) to age 75
Catch-up contribution adjustments for

Download the Handout: SECURE 2.0: New retirement planning opportunities

File name: 20230201-secure-two-point-0.pdf

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