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Distributions From IRAs and Qualified Retirement Plans and Changes Made by SECURE and SECURE 2.0

Ratings and Review

4.3

238 Ratings

Excellent

120

Very Good

82

Average

29

Poor

3

Terrible

1

AB

Amy Bouchie, CFP® (US), CDFA

Feb 26th, 2024

I don’t believe one of my answers was wrong even though it was graded wrong. But I passed so it’s a non-issue I’ll confirm the information for my knowledge. This webinar was very good with lots of information

AJR

Ani J Rodriguez, AFSP

Dec 17th, 2023

I learned a lot and got prepared with enough knowledge to continue being a professional tax preparer

DH

Dianne Hart, Accountant/Bookkeeper/Tax Professionals, CPA (US)

Jul 28th, 2021

Very good presentation with enough detail and examples to really process the rules. Thank you!

AL

Anne Lennstrom, AFSP

Jan 24th, 2024

learmed more about other types of retirement plans and changes made as result of secure act

DH

Delfa Hernandez, CPP

Nov 3rd, 2023

Lots of information covering the provisions and laws on how qualified retirement plans work.

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Subject Area

Taxes

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