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


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

“MainStreet Chalk Discuss”

The MainStreet Monetary Planning Dialogue Membership

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

~30-45 minutes

Recorded and capable of retrieve for one week

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

E mail: Information@mainstreetplanning to get a replica

The newest 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 you must learn about how SECURE 2.0, also referred to as Securing a Robust Retirement Act of 2022 (HR2954), builds on the SECURE Act and its important adjustments to retirement. Moreover, we’ll have a look at the options of the Retirement Enchancment and Financial savings Enhancement to Complement Wholesome Investments for the Nest Egg Act, referred to as the RISE & SHINE Act, and focus on the way it might enhance retirement safety by creating further protections for employees and retirement savers. Lastly, Larry will take your questions on Tax Planning in Retirement so you may 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 Court docket 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 often speaks on tax and monetary planning subjects to tax professionals, monetary advisors, and most people nationally.

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



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