Congress has passed the SECURE 2.0 Act, a landmark bill that will affect millions of Americans’ retirement plans. By developing a deep understanding of the law’s provisions, you can maximize wealth accumulation and gain a competitive advantage in this tight labor market.
In this short webinar, we explored highlights about the Secure Act 2.0 that dental practices need to know, including:
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- The top provisions that matter most to dental practice owners and their employees, including a matching contribution for student loan repayment.
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- Plan design strategies that can potentially eliminate thousands per year in tax and significantly enhance your retirement nest egg.
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- Best practices for mitigating your personal liability as a plan fiduciary and trustee.
Featured Speakers:
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- Brad McKeiver, CPA, MBA, Dental Practice Leader, Aprio
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- Phil Toupin, Sr. Retirement Plan Advisor, Aprio