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The topic of retirement planning presents a constantly changing set of rules, tax thresholds and concerns about future legislation. When must distributions be taken, who must take them, who can defer distributions and who may not are all discussed. What can be done if distributions are needed regardless of age? There may be penalties imposed. Multiple retirement planning issues are explored, particularly the distribution planning changes and challenges required by the Secure Acts 1.0 and 2.0.
This webinar will discuss many SECURE 2.0 Act modifications and additions to the retirement area for individual taxpayers. We will also cover some retirement planning opportunities that individuals may consider taking advantage of.
Learning Objectives:
Key topics covered in this course:
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