Stay ahead of the curve with this 2.5-hour course designed for Corporate/Business tax professionals who need to master the complexities of retirement plan regulations, distribution rules, and tax-saving strategies. From 403(b) hardship withdrawals and 529-to-Roth IRA transfers to Secure 2.0 updates and qualified charitable distributions, this course covers it all. Gain essential insights on critical retirement plan issues like RMDs, catch-up contributions, employer incentives, and tax credit opportunities. We’ll dive into complex provisions, including military spouse retirement credits, elective deferrals, and charitable remainder trusts to help you maximize tax efficiency for your clients. You’ll also learn how recent Secure 2.0 legislation impacts mandatory automatic enrollment, Roth 401(k) RMDs, and more. By the end of this session, you’ll be equipped to provide cutting-edge advice on plan amendments, penalties, and distribution strategies, ensuring your clients stay compliant while making the most of their retirement savings.