Retirement planning and the SECURE Act
Sep 12 2024
Length: 1 hr and 1 min
Podcast

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Retirement planning and the SECURE Act

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Summary
Topics include: DC environment and profession analysis SECURE Act updates and retirement planning strategies Key technical updates Speakers:  Michael Cerami, EVP, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Dan Snyder, Director, Personal Financial Planning, AICPA Zachary Keep, Manager, Compliance Risk, Paychex

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