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New Retirement RULES Retirees Can’t Ignore SECURE ACT 2.0

ID : 41401   
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Students will learn many of the opportunities and tax traps that exist in this new law. Retirement accounts of all types are impacted by SECURE ACT 2.0.
  • New Inheritance Rules for IRA’s and other Retirement Accounts
  • New ROTH IRA and 401k Rules and Clarifiers
  • New Penalties to AVOID
  • New 529 Plan and ROTH IRA Benefits
  • New RMD Rules
  • New Distribution Rules
  • What is a QCD? How Can it Reduce Your Taxes?
  • What is a Donor Advised Fund? How to Use it When Converting to a Roth?
This class is jam-packed with updated and useful content.

Class Details

1 Session(s)

KSU Center

Nic Yeomans 



Schedule Information

Date(s) Class Days Times Location Instructor(s) Instructional Method
8/29/2023 Tue 10:00 AM - 12:00 PM Kennesaw, KSU Center  Map, Room: 244 Nic Yeomans  ClassRoom