What Planners Need to Know about SECURE 2.0 NOW

5:00 PM - 6:00 PM
San Diego B

Now that SECURE 2.0 has been signed into law, there are many changes to consider for planning for our clients. This session will focus on the provisions of most interest to financial advisors and their clients, especially those provisions that are in effect for 2023. For example, the new 529 to Roth Rollover provision;. this session will review the latest legislative changes and most importantly the effective dates. Also, the IRS has been keeping busy with guidance. 

Learning Objectives: 

  1. Get up to date with the latest tax changes to retirement plans
  2. Understand how these changes will affect your client's planning
  3. Learn how to apply effective tax planning with retirement planning