Retirement planning and the SECURE Act - podcast episode cover

Retirement planning and the SECURE Act

AICPA Town Hall
Sep 12, 2024•1 hr 1 min
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Episode description

Topics include: 

  • DC environment and profession analysis 

  • SECURE Act updates and retirement planning strategies 

  • Key technical updates 

  

Speakers:  

  • Mark Peterson, EVP, Advocacy, AICPA 

  • Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA 

  • Dan Snyder, Director, Personal Financial Planning, AICPA 

  • Zachary Keep, Manager, Compliance Risk, Paychex 

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