This course was designed to provide you with an update on Secure Act 2.0 and impact on Retirement Accounts
Learning Objectives
- Upon completion of this course, you'll be able to:
- Review recent updates in retirement plan design and their implications for employers and employees.
- Examine key retirement account distribution rules and their impact on tax planning strategies.
- Identify tax credits available to employers for offering retirement benefits and strategies to maximize these incentives.
Major Topics
- Plan Design update
- Retirement Account Distribution Rules
- Tax Credits available to employers
