SECURE Act 2.0 - Retirement Planning Update: Everything you Need to Know
Friday, August 16, 2024
2:00pm - 4:00pm (opens at 1:30 PM) EST
2Credits
Technical Business
Registration is Open
Members
$90.00 Regular Price
Non-Members
$110.00 Regular Price
Course Type: CPE Seminars
Course Code: 24/MASECUWS
Level: Update
Vendor: Werner and Rocca Seminars, Ltd
Field of Study: Taxes
Overview:
Discover the latest updates in retirement planning with a comprehensive course tailored for seasoned financial professionals. Dive into the intricacies of SECURE Act 2.0 and unlock valuable insights to optimize retirement strategies. From innovative savings methods to tax-efficient approaches, participants will gain practical knowledge to navigate the evolving landscape of retirement planning with confidence. Through in-depth discussions and practical examples, this course equips attendees with the tools needed to adapt to the changes brought by SECURE Act 2.0. Learn how to leverage new retirement plan options, understand revised contribution limits, and assist clients in complying with altered regulations. With a focus on actionable strategies and real-world applications, this course empowers financial professionals to stay ahead in today's dynamic retirement planning environment.Objectives:
Identify the key components of retirement planning strategies. Describe the implications of SECURE Act 2.0 on retirement plans. Discuss innovative strategies to maximize retirement savings. Compare tax-efficient methods for navigating new retirement plan options. Evaluate estate planning techniques aligned with SECURE Act 2.0 changes. Recognize altered rules for Required Minimum Distributions (RMDs) and their implications. List retirement planning tools and incentives offered by SECURE Act 2.0. Explain how to adapt estate plans to optimize benefits under SECURE Act 2.0.Presenters:
-
Arthur Joseph Werner
Read more about Arthur Joseph Werner here
Major Topics:
- Overview of SECURE Act 2.0
- Maximizing Retirement Savings
- Tax-Efficient Retirement Planning
- Estate Planning Strategies
- Altered Rules for RMDs
- Retirement Planning Tools and Incentives
- Adapting Estate Plans
Major Topics:
- Overview of SECURE Act 2.0
- Maximizing Retirement Savings
- Tax-Efficient Retirement Planning
- Estate Planning Strategies
- Altered Rules for RMDs
- Retirement Planning Tools and Incentives
- Adapting Estate Plans