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13 More Tax-Smart Tips for Retirement Savers

Provider: CeriFi Checkpoint Learning

Taxes 1 CPE Credits Intermediate QAS self study IRS EA Federal Taxation
13 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 relevant changes included in the One Big Beautiful Bill Act (OBBBA) and relevant inflation adjusted amounts.

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