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SECURE 2.0, if it becomes law, will change many aspects of retirement from extending the age for RMDs to catch-up provisions to existing developments for employer matches for employees making student loan payments. There are at least 14 significant changes this legislation can bring about.

Join Larry Pon, CPA for a walkthrough of the changes and what it may mean to your clients.

Learning Objectives

  • Identify which SECURE 2.0 changes may impact your client
  • Develop strategies for clients to take advantage of the SECURE 2.0 changes

 

*CE/CPE Eligible: 1 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

 

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.