SECURE Act 2.0 & Retirement Planning Updates
Session details
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- 2026-03-06T20:08:17.953Z
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- SECURE Act 2.0 & Retirement Planning Updates
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- 26CMaui-Wed-A1
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- description
- SECURE Act 2.0 introduced sweeping changes to retirement planning, many of which are already in effect— and more are on the way through 2026. This course offers a practical, up-to-date look at the law’s current impact on tax planning, contribution rules, RMDs, plan design, and employer responsibilities. It’s built for professionals who need to guide clients and business owners through ongoing compliance and planning challenges.You'll get real-world strategies for implementing the latest changes, plus a clear look at what’s still ahead. Topics include new RMD start ages, Roth catch-up requirements, expanded plan eligibility, automatic enrollment rules, and tax-advantaged options for both savers and employers.
- start
- 2026-11-11T17:30:00.000Z
- end
- 2026-11-11T19:10:00.000Z
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Registrations
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