How SECURE 2.0 can Change Retirement Planning
Boost Your Client's Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, May, 25 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors

Larry Pon, CPA
Tax Planning Educator
What You'll Learn
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…