Learn new ways to manage and distribute retirement assets more efficiently and minimize taxes. Strategies for 2024 and beyond will be discussed.
DESIGNED FOR
All CPAs
BENEFITS
- Create efficient distribution of retirement savings and investments.
- Minimize tax burdens through strategic estate planning.
- Avoid probate, ensuring a smoother transfer of assets to beneficiaries.
- Protect retirement assets from creditors and potential legal challenges.
HIGHLIGHTS
- Impact of Secure Act 2.0 on various retirement plans
- New post-death option for surviving spouse beneficiaries
- Roth planning for 2024 and beyond
- Estate Planning for retirement accounts
SPONSORED BY
