The SECURE 2.0 Act does much more to live up to its name – Setting Every Community Up for Retirement Enhancement – than its predecessor by helping Americans save for retirement, aiding those nearing or in retirement, and incentivizing small businesses to offer retirement plans. As a financial advisor, your planning will change – from how you help clients with RMDs to important Roth provisions and changes to savings opportunities.
Attendees will walk away knowing:
• The major provisions of the SECURE 2.0 Act
• Important financial planning provisions and how to help clients adapt
• How RMDs and catch-up contributions will affect those in or nearing retirement
• Import Roth provisions that impacts retirement plans and Roth IRA rollovers
• What small business owners should know about newly created retirement plans
This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.
Carson Coaching Members can use the code CECOACHING for free registration.