Students will learn many of the opportunities and tax traps that exist in this new law. Retirement accounts of all types are impacted by SECURE ACT 2.0.
- New Inheritance Rules for IRA’s and other Retirement Accounts
- New ROTH IRA and 401k Rules and Clarifiers
- New Penalties to AVOID
- New 529 Plan and ROTH IRA Benefits
- New RMD Rules
- New Distribution Rules
- What is a QCD? How Can it Reduce Your Taxes?
- What is a Donor Advised Fund? How to Use it When Converting to a Roth?
This class is jam-packed with updated and useful content.
Nic Yeomans is the President and Chief Compliance Officer at Yeomans Consulting Group, Inc. In his 16th year of practice, Nic is a Certified Financial Planner where he primarily focuses on advanced tax and estate planning for business owners, medical professionals, and retirees. Nic has a passion to educate his clients and peers, often teaching classes and hosting Q&A sessions.
Nic graduated from Lee University and continued his education at Emory University where he graduated from The Learning Institute for Financial Executives and received his Certificate in Financial Planning. He is also a member of the International Association of Registered Financial Consultants.
Outside of work, Nic has been married to his college sweetheart Suzette for 15 years; together they have 3 daughters and 2 dogs. They are active members at North Metro Church in Marietta, and in their free time, they enjoy traveling and discovering new restaurants. A few times a month you will find Nic on the golf course or hosting a guy’s night to watch UFC fights.
#1: New Retirement RULES Retirees Can’t Ignore SECURE ACT 2.0
|Start Date||August 29, 2023|
|End Date||August 29, 2023|
|01||Tuesday, 08/29/2023||10:00 AM - 12:00 PM||KSU Center||ClassRoom||Nic Yeomans|
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