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It’s time to map out 2024! A new year and new rules are just around the corner.
The year 2024 is bringing a slew of changes to retirement accounts. Higher retirement account limits are available. Also, beginning in 2024, SECURE 2.0 brings opportunity, but also confusion, with new Roth rules, an expanded list of early withdrawal penalty exceptions, and an overhaul of the rules for spouse beneficiaries.
This learning features Ed Slott and Company’s retirement planning experts taking you through planning strategies and new rules for 2024. The information is designed to help clients potentially reap significant savings from tax planning moves while avoiding any possible pitfalls.
Learning Objectives:
Upon successful completion of this course, you will confidently be able to:
- Become informed on how the new 2024 rules for Roth accounts work, including rollovers from 529 plans, and required Roth catch-up contributions.
- Explore the expanded list of early withdrawal penalty exceptions available in 2024.
- Learn about the complicated new rules for spouse beneficiaries under SECURE 2.0.