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.