SECURE Act 2.0 WEBCAST
3.0 Credits
Member Price $140.00
Non-Member Price $150.00
Overview
The SECURE Act 2.0 became law on December 29, 2022. It contains a wide range of provisions designed to encourage retirement savings. Additionally, it brings about changes affecting required minimum distributions, Roth IRAs and designated Roth accounts. The Act addresses desirable outcomes, including: Creating improved retirement security; Ensuring retirement income preservation; Simplifying retirement plan rules; and enhancing federal revenue.
Highlights
Expanded retirement security provisions. Tax credits for employer plan startup costs. Multiple employer plans for tax sheltered annuity. Small financial incentives to encourage plan participation. SEPS for domestic employees. Emergency expense withdrawals. Additional SIMPLE nonelective contributions. Starter 401(k) and 403(b) plans.
Prerequisites
None.
Designed For
CPAs.
Objectives
This course discusses the various provisions of SECURE Act 2.0, beginning with those provisions that are immediately effective and followed by those that become effective in subsequent years.
Preparation
None.
Notice
None.
Leader(s):
- Alice Orzechowski, Western CPE
Non-Member Price $150.00
Member Price $140.00