Retirement Planning Issues: Where We Stand Now

Overview

This course is designed to equip CPAs, EAs, attorneys & tax professionals with the essential knowledge & strategies needed to navigate the latest developments. Explore innovative approaches to maximize retirement savings, discuss tax- efficient retirement plan options & align estate planning techniques with current trends. Gain a thorough understanding of altered rules for Required Minimum Distributions (RMDs) & discover how to optimize estate plans in response to changing regulations. This update is tailored for professionals seeking practical insights in the realm of contemporary retirement planning.

Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab & submit to kori.herrera@acpen.com.