Learn about the challenges facing those who are planning for retirement and find out about current changes that have been made with the passing of Secure Act 2.0 to help retirees deal with a new retirement landscape.
The creation of IRAs and 401(k)s in the 1970s shifted retirement plans from being primarily employer-funded to now being employee-funded. Rather than improving retirement for most people, these changes have created a population that is not prepared for 30-40 years of permanent unemployment. In this webinar, we talk about the challenges facing those who are planning for retirement. Furthermore, we discuss what current changes have been made with the passing of Secure Act 2.0 to help retirees deal with a new retirement landscape. In conclusion, we present a variety of options that will improve retirement plans by taking advantage of these changes.
Learning Objectives:
- Evaluate why changes during the 1970s impacted retirement plans forever.
- Identify challenges facing current retirees.
- List recent changes from Secure Act 2.0.
- Define options available to retirees to enhance their retirement.
This Course Counts for 1 Hour of Federal Tax Law for IRS Continuing Education.
About Dave Hall
Dave Hall graduated from Southern Utah University in 1994 with his master’s in accounting. Over the last 25 years, Dave has helped thousands of Americans limit their exposure to federal, state, and local taxes. He has done this using little-known tax and investment strategies many other advisors overlook. He is a CPA, public speaker, webinar presenter, podcaster, and retirement risk advisor.
He is the founder of Retirement Risk Advisors, which was founded in 2019 to meet the ever-increasing need for risk-based retirement education.
Specialties: Strategic business consulting, public speaking, professional relationship management, retirement planning, income tax preparation and tax consulting
