Request a Demo

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, early retirement tax considerations, and investment strategies. The course has been updated for relevant tax changes included in the One Big Beautiful Bill Act (OBBBA), the SECURE 2.0 Act, and for relevant inflation-adjusted amounts.

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

Get Started Back to Catalog