Webinar

The Original SECURE Act and SECURE Act 2.0 Retirement Planning Strategies

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Congress was EXTREMELY busy. 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 participants 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.

• Please Note:If you need credit reported to the IRS for this IRS-approved program, please download the IRS CE request form on the Course Materials Tab and submit it to kori.herrera@acpen.com.

Major subjects

• 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

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.

Who should take this program?

• CPAs, EAs, attorneys, and other tax professionals 

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $129.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

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