Bob Keebler, CPA/PFS, gets you up to speed with SECURE Act planning.
From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210423-secure-act-post-mortem.html
Bob Keebler, CPA/PFS, gets you up to speed with SECURE Act planning.
From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210423-secure-act-post-mortem.html