Secure Act 1.0 & 2.0 Hot Topics Part 2

This course builds on the key provisions of the SECURE Act 1.0 and 2.0, focusing on advanced planning strategies and recent IRS guidance. Participants will explore complex topics such as changes to catch-up contributions, Roth account provisions, and the impact on inherited retirement accounts. The course emphasizes practical applications, compliance considerations, and tax-saving opportunities to help professionals effectively navigate these evolving retirement regulations.