SECURE Act 2.0 ON DEMAND
Available Until
Your Desk
4.0 Credits
Member Price $116.00
Non-Member Price $133.00
Overview
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. In doing so, the course adds appropriate context to facilitate understanding of both the pre-enactment environment and the impact of the legislative changes.
Highlights
Expanding retirement security provisions effective. Tax credits for employer plan startup costs expanded. 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)/403(b) plan authorized.
Prerequisites
None.
Designed For
CPAs, EAs and other tax professionals.
Objectives
Identifying the provisions designed to expand retirement plan coverage and increase retirement savings. Describing the provisions designed to enable plan participants to preserve their retirement income. Listing the provisions that simplify retirement plan rules. Identifying those provisions designed to enhance federal revenue.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Paul Winn, Western CPE
Paul Winn CLU ChFC is a writer with more than 30 years experience in the life insurance and securities industry as an agent/registered representative, an agency head, a marketing vice president for a life insurance company and the president of a corporate registered investment adviser. He was a long serving member of the advisory board to the New York State insurance department. He is a published book author and creator of more than 200 taxation, insurance and securities training courses.
Non-Member Price $133.00
Member Price $116.00