EARN Act (aka SECURE 2.0) Upends Retirement Planning; Bob Keebler’s Monthly Tax And Financial Planning Course, Jan. 2023

Great material. I’d have preferred to focuse on the immediate issues and put that which doesn’t go into effect for years for later —- to minimize sensory overload.

comprehensive review of a difficult and detailed topic

Keebler usually talks tax way above my level, but this time everything was explained clearly to non-tax nerds. :-)

Thank you Bob for an excellent overview of the SECURE 2.0 provisions. While many of these have been glossed over in other various industry publications, Bob has gone into adequate levels of depth to examine these provisions and apply them to everyday examples for taxpayers/clients. I appreciate the way Bob also makes the point of looking at things from the client's standpoint as well as from a practical viewpoint and then ties that information together with the statutory guidelines.