Skip to content

29 Tax-Smart Tips for Retirement Savers

Provider: CeriFi Checkpoint Learning

Taxes 5 CPE Credits Intermediate QAS self study IRS EA Federal Taxation
29 Tax-Smart Tips for Retirement Savers covers various tax-smart retirement planning strategies appropriate in the current 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. The course cover changes included in the SECURE Act 2.0 and inflation-adjusted amounts. This course is most appropriate for professionals with knowledge and experience in retirement planning or an interest in developing expertise in this area.

Not an LCvista user, get in touch with our team to get started.

Get Started Back to Catalog