This advanced session provides an in-depth exploration of how the SECURE Act of 2019 and SECURE 2.0 Act of 2022 continue to reshape the landscape of retirement plan distributions, rollovers, and required minimum distributions (RMDs). The program clarifies the new regulations affecting IRAs, 401(k)s, 403(b)s, 457(b)s, SEPs, and SIMPLE plans - equipping advisors and CPAs with actionable knowledge to guide clients confidently through evolving compliance and tax implications.

Attendees will leave with a comprehensive roadmap to interpret and implement post-SECURE 2.0 distribution and rollover requirements - ensuring compliance, optimizing tax outcomes, and identifying new client planning opportunities.