2025 Retirement Income Tax Update  

This course reviews and illustrates the enacted SECURE Act of 2019 (where applicable) and SECURE 2.0 Act of 2022 tax legislation as well as the issues addressed by the Treasury Department and judicial interpretations for the 2025 tax filing season as well as the upcoming 2025 tax year. In addition, the retirement rules from the SECURE 2.0 Act (Setting Every Community Up for Retirement Enhancement Act of 2022) that was passed in December of 2022 and the pending SECURE 2.0 Technical Corrections Act are discussed. When necessary, legislation associated with the SECURE Act of 2019 is presented.

This course provides a general review of new developments in retirement tax planning. This course is most appropriate for the professional with a background in retirement taxation.