2024 is upon us! SECURE Act 2.0 was signed into law in December of 2022, but there are provisions of SECURE 2.0 that will start to go into effect this year, including:
· New IRA and 401(k) contribution limits
· The Starter 401(k) plan
· Student loan payments eligible for 401(k) match treatment
Plus, the fiscal legislation Congress is currently considering raises additional questions for financial advisors: What changes have been made to Social Security? How is tax policy affecting the broader economy? How can financial advisors leverage this knowledge to create tax alpha for their clients?
Join us for a succinct look at the above provisions as well as an update on economic indicators and the fiscal legislation and how they will affect you, your practice and your clients in 2024.
Continuing Education (CE) Credit
Attendance at the live webinar event qualifies for the following:1 hour of College for Financial Planning Professional Designation Renewal CE credit. While the webinar will be available OnDemand after the live event, you must attend the live webinar to receive professional designation renewal CE credit.
Please note: This webinar is not eligible for CFP® certification CE.
A recording of the live webinar will be sent to all registrants after the live event.