SECURE 2.0 Act: Know the Changes to IRA, 401(k), Roth, & Other Retirement Plans FLEXCAST

Overview

The recent enactment of SECURE 2.0 has set the financial and wealth planning industry abuzz with its significant changes and sales opportunities. Yet, with these opportunities comes the challenge of mastering the new rules and regulations introduced in the legislation. Bob Keebler’s exclusive Western CPE Webcast is the solution for financial and wealth planners seeking to navigate these changes effectively. In this webcast, Bob Keebler, a seasoned expert, will guide you through the updated RMD rules, including the increase in age to 75, and the modifications to rules regarding retirement accounts. You will gain a deep understanding of new provisions for qualified birth or adoption distributions, surviving spouses, and Roth 401(k) plans. Additionally, the CPE online course will cover changes to the 10% excise tax and withdrawal opportunities for qualified disasters and emergency expenses, along with insights into inflation adjustments for catch-contributions.

Highlights

Catch-up contribution adjustments for taxpayers aged 60-63. Transfer of 529 plans to Roth IRAs. Inflation adjustments for catch-contributions. Expanded savers matches. Removal of the 25% qualified life annuity limitation, and more.

Prerequisites

None.

Designed For

CPAs.

Objectives

Identify updated RMD rules, including increase in age to 75. Describe modifications of rules involved with retirement accounts. Identify new provisions for qualified birth or adoption distributions, surviving spouses, and Roth 401(k) plans. Understand changes to the 10% excise tax. Describe withdrawal opportunities for qualified disasters and emergency expenses. Understand inflation adjustments for catch-contributions.

Preparation

None.

Notice

This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.