Webinar

The SECURE Act 2.0: Planning Opportunities for Individuals

If you have questions about this event, please call us at 952-831-2707.

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The Secure Act 2.0 was passed in a flurry of year-end legislation. This one hour program will cover the important changes that individuals need to know about contributions to accounts and new ways of accessing these funds. This course will provide a concise look at these hot topics.

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 to kori.herrera@acpen.com.

Major subjects

• Implications for individuals:
• Changes to the Saver's Credit
• Changing the required minimum distribution rules for Roth 401(k)s
• Changes to required beginning dates for required minimum distributions of retirement plans.
• Penalty-Free Withdrawals for Certain

Learning objectives

• Understand the newest tax developments contained in in the Secure Act 2.0.
• Learn about the expanded contribution and catch-up limits for individuals.
• Obtain understanding on when certain withdrawals will be penalty free.
• Understand the newest developments on required minimum distribution dates.

Who should take this program?

• Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise businesses and individuals that have these tax implications

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $39.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.