Checkpoint Learning

Course Detail

20 More Tax-Smart Tips for Retirement Savers in Uncertain Times  

CATEGORY: Taxation
COURSE ID: CLNEWB, VERSION 1.00
  Online & Mobile
3 CPE Credits

20 More Tax-Smart Tips for Retirement Savers in Uncertain Times discusses various tax-smart retirement planning strategies that are appropriate in the current political, economic, and federal tax 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 recent legislation including the SECURE Act, and CARES Act, and the 2021 Consolidated Appropriation Act.

This course is most appropriate for professionals with knowledge and experience in retirement planning or an interest in developing expertise in this area.

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