- NY Credits : 3.0
- TX Credits : 3.0
- IRS Enrolled Agent Credits : Federal Tax/Tax Related Matters - 3.0
- IRS Non-Credentialed Return Preparer Credits : Federal Tax - 3.0
18 More Tax-Smart Tips for Retirement Savers discusses various tax-smart retirement planning strategies that are appropriate in the current environment. This course gives retirement planners information to help clients make the best choices for their retirement savings, including how to divide retirement accounts in divorce, early retirement tax considerations, and how to handle retirement account required minimum distributions (RMDs). This course has been updated to cover changes included in the SECURE Act 2.0, which became law in late 2022.
This course is most appropriate for professionals with knowledge and experience in retirement planning or an interest in developing expertise in this area.
Included with subscription(s):
Upon successful completion of this course, the user should be able to:
identify ways to avoid the 10% penalty on early withdrawals from tax-favored retirement accounts,
identify how retirement saving assets are divided and taxed upon divorce,
identify the best ways to roll over retirement plan balances and how to handle multiple account beneficiaries, and
determine the best ways to handle retirement account required minimum distributions for original account owners and their beneficiaries.