SECURE 2.0: New retirement planning opportunities for your clients | webcast
Resources
public
Currency:
Cart
searchSearch
search
burger
  • Home
Resources

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

Feb 01, 2023 · 1 hour 23 min watch

SECTION + CREDENTIAL

EXCLUSIVE

Resource

available

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

Reserved for PFS Credential Holders and PFP Section Members

Already a PFP Section Member? Or a PFS Credential Holder?

Log in with your account
 
Forgotten email
Forgotten password

Not a PFP Section Member? Or a PFS Credential Holder?

To gain access to exclusive content, your first step is to join the AICPA.

Discover the benefits of:

Related content