Checkpoint Learning

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18 More Tax-Smart Tips for Retirement Savers   Updated

CATEGORY: Taxation
  Online & Mobile
3 CPE Credits

18 More Tax-Smart Tips for Retirement Savers discusses various tax-smart retirement saving and 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.

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