Chalk Talk – The latest on the RISE & SHINE/SECURE 2.0 Acts, what that means to you and your Tax Planning in Retirement
on Jun 27, 2022
“MainStreet Chalk Talk”
The MainStreet Financial Planning Discussion Club
When: Tuesday 7-19-22 at 730pm Eastern; 430pm Pacific
~30-45 minutes
How: Zoom Meeting, Free to ongoing clients; $10 for guests
Can make it? Register anyway! We send out a recording the next day!
The latest on the RISE & SHINE/SECURE 2.0 Acts, what that means to you and your Tax Planning in Retirement
Hosted by:
Cynthia Flannigan, CFP®
Guest commentator:
CPA/PFS, CFP, EA, USTCP, AEP
Owner, Pon & Associates
This session will take you through what you need to know about how SECURE 2.0, also known as Securing a Strong Retirement Act of 2022 (HR2954), builds on the SECURE Act and its significant changes to retirement. Additionally, we’ll look at the features of the Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act, known as the RISE & SHINE Act, and discuss how it may improve retirement security by creating additional protections for workers and retirement savers. Lastly, Larry will take your questions on Tax Planning in Retirement so you can avoid unintended tax consequences in retirement.
Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified
Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. He has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally.
Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.
Mr. Pon will be teaching Accounting 181 (Individual Taxation) this Fall at the College of San Mateo.
