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Chalk Speak – The most recent on the RISE & SHINE/SECURE 2.0 Acts, what meaning to you and your Tax Planning in Retirement


Chalk Speak – The most recent on the RISE & SHINE/SECURE 2.0 Acts, what meaning to you and your Tax Planning in Retirement

“MainStreet Chalk Speak”

The MainStreet Monetary Planning Dialogue Membership

When: Tuesday 7-19-22 at 730pm Japanese; 430pm Pacific

~30-45 minutes

Recorded and capable of retrieve for one week

How: Zoom Assembly, Free to ongoing shoppers; $10 for friends

E-mail: [email protected] to get a replica

The most recent on the RISE & SHINE/SECURE 2.0 Acts, what meaning to you and your Tax Planning in Retirement

 

Hosted by:

Cynthia Flannigan, CFP®

Visitor commentator:

Larry Pon

CPA/PFS, CFP, EA, USTCP, AEP

Proprietor, Pon & Associates

This session will take you thru what it’s worthwhile to find out about how SECURE 2.0, often known as Securing a Robust Retirement Act of 2022 (HR2954), builds on the SECURE Act and its important modifications to retirement. Moreover, we’ll take a look at the options of the Retirement Enchancment and Financial savings Enhancement to Complement Wholesome Investments for the Nest Egg Act, often known as the RISE & SHINE Act, and focus on the way it could enhance retirement safety by creating extra protections for staff and retirement savers. Lastly, Larry will take your questions on Tax Planning in Retirement so you’ll be able to keep away from unintended tax penalties in retirement.

Mr. Pon is a Licensed Public Accountant, Private Monetary Specialist, Licensed
Monetary Planner, Enrolled Agent, United States Tax Courtroom Practitioner, and Accredited Property Planner in Redwood Shores, CA. He has been in observe since 1986 and enjoys serving to his shoppers attain their monetary objectives. He incessantly speaks on tax and monetary planning matters to tax professionals, monetary advisors, and most people nationally.

Mr. Pon acquired his BS in Enterprise Administration with emphases in Accounting and Finance from the College of California, Berkeley and MS in Taxation from Golden Gate College in San Francisco.

Mr. Pon might be instructing Accounting 181 (Particular person Taxation) this Fall on the Faculty of San Mateo.



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