New Retirement RULES Retirees Can’t Ignore SECURE ACT 2.0

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.