Checkpoint Learning

Course Detail

49 Tax-Smart Tips for Retirement Savers in Uncertain Times  

CATEGORY: Taxation
  Online & Mobile
8 CPE Credits

49 Tax-Smart Tips for Retirement Savers in the COVID-19 Era and Beyond 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. The course discusses in detail retirement plan options including the solo 401(k). The course also covers Roth IRAs, Roth conversion transactions, 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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