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The SECURE Act, the Extenders, and How it Applies to Retirement Planning

Thursday, April 8 Code: AC4698 4.0 CPE Credits


Congress did it to us again!  Waiting until the last minute, Congress passed bipartisan tax legislation which President Trump signed into law on December 20, 2019.    This legislation included the “Setting Every Community Up for Retirement Enhancement (SECURE) Act”, which is largely designed to provide improvements to retirement savings and income in retirement.  In addition, this legislation renewed a number of expired tax provisions by retroactively (to 2019) extending the provisions through December 31, 2020.  The legislation also repealed certain provisions of the Affordable Care Act.  This course is will explore all of these changes and will help you understand these issues so that your compliance season will proceed smoothly.

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to