On December 29, 2022, the massive SECURE 2.0 Act was signed into law. It broadly affects IRAs, SEPs, SIMPLEs, 401(k)s, and all other qualified retirement plans. Clients are already reading and asking about it. Plan documents and administrative practices (sooner than later) must be amended.
How do we help our clients save money and make money with the new law? Take our new course on SECURE 2.0 and learn how. A sobering look at the new law reveals it will be difficult to limp through tax season without understanding this act. This course will instruct you on how to power through these changes.
Bradley Burnett is a practicing Colorado attorney with 33 years of experience working specifically on tax issues. His practice specializes in tax planning and tax controversy resolution. Mr. Burnett has authored and delivered more than 3,000 presentations on U.S. tax law in the U.S. and international jurisdictions.