SECURE ACT 2.0 – Everything You Need to Know – NEW!

Description

Congress was extremely busy in late December 2022! During this lame-duck session, Congress was able to pass SECURE 2.0, which is essentially the original SECURE Act that was passed in late 2019. There are over 50 tax-related provisions within SECURE 2.0, which an advisor needs to be able to master. This course will provide the participant with everything that they need to know about SECURE 2.0 so that they will be able to better serve their clients’ retirement planning needs.

Learning Objectives

To provide the participant with everything that that they need to know about SECURE 2.0 so that they will be able to better serve their clients’ retirement planning needs.

Major Topics
  • Mandatory Automatic Enrollment
  • Credit For Small Employer Pension Plan Startup Costs
  • Enhancement Of The Saver’s Credit
  • Increase In Starting Age For RMDs
  • Indexing IRA Catch-Up
  • Higher Catch-Up Limit Age 61, 62, 63, And 64
  • Student Loan Payments As Elective Deferrals For Matching Contributions
  • Start Up Credit Costs For Employers Joining An Existing Plan
  • Financial Incentives For Contributing To a Plan
  • Withdrawals For Certain Emergency Expenses
  • SIMPLE Plan changes
  • Starter 401(K) Plans
  • Sec 529 Plan To Roth Rollovers
  • Emergency Savings Accounts
  • Enhancement of 403(B) Plans
  • Qualified Charitable Distributions to Split Interest Entity
  • Retirement Savings Lost and Found
Provider
Werner-Rocca
Course Level
Update
Professional Area of Focus
Tax
Taxation
CPE Field of Study
Taxes
3
Who Should Attend

CPAs, EAs, attorneys, and other tax professionals

Instructor(s)
Arthur Werner
Advanced Preparation

None

Location
Online
Event Information
When
Feb 7, 2023
8:00 am - 11:00 am EST
Location
Online
Total CPE Credits
3
Format
Live Webcast

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$ (% off)
$135.00

NON-MEMBER


$ (% off)
$155.00
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SECURE ACT 2.0 – Everything You Need to Know – NEW!


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