Checkpoint Learning

Course Detail

29 Tax-Smart Tips for Retirement Savers in Uncertain Times  

CATEGORY: Taxation
  Online & Mobile
5 CPE Credits

29 Tax-Smart Tips for Retirement Savers in Uncertain Times discusses various tax-smart retirement planning strategies 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. The course discusses in detail retirement plan options, including the solo 401(k). The course also covers Roth IRAs, Roth conversion transactions, and early retirement tax considerations. This course is updated to cover recent legislation, including the SECURE Act, CARES Act, 2021 Consolidated Appropriation Act, and American Rescue Plan 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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