SECURE Act 2.0: What You Need to Know
1.0 Credits
Member Price $39.00
Non-Member Price $59.00
Overview
Signed by President Biden on December 29, 2022, as part of the Consolidation Appropriations Act, this program provides an explanation of the Secure Act 2.0 provisions impacting individuals and business taxpayers. Learn what you need to know for this filing season and how to plan for future years for your clients.
**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.
Highlights
- Expanding Automatic Enrollment in Retirement Plans
- Increased Age for RMDs
- Higher Catch-up Contribution Limit
- Emergency Expense Penalty-Free Withdrawals
- “Starter” 401(k)s for Certain Employers
- Part-time Worker Improved Coverage
Prerequisites
Basic working knowledge of tax issues as they related to employee and retirement benefits
Designed For
CPAs working in public accounting and members in industry
Objectives
- Implement practical strategies based on the Secure Act 2.0 provisions
- Identify and recall key compliance issues
- Identify and recall significant changes in retirement provisions
Preparation
None
Non-Member Price $59.00
Member Price $39.00