CeriFi CPEdge

    CeriFi CPEdge

    Course Detail

    14 More Tax-Smart Tips for Retirement Savers  

    CATEGORY: Taxation
    COURSE ID: CLNEWB, VERSION 4.00
    1 2 3 4 5
    (798)
      Online & Mobile
    2 CPE Credits
    Level: Intermediate

    14 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 covers applicable changes included in the SECURE Act 2.0.

    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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