Secure Act 2.0: What you need to know
Available Until
**Online**
1.5 Credits
Member Price $58.50
Non-Member Price $81.00
Overview
This program provides an explanation of the Secure Act 2.0 tax provisions impacting both individuals and business taxpayers.
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
- Excise Tax Reduction for Certain Retirement Plan Accumulations
- Employee Plan Conflict Resolution Expansion
- Retroactive First Year Elective Deferrals For Sole Proprietors
- Change in Plan Requirements for Unrollees
- Surviving Spouse Election
- Reduced Tax on Excess Contributions
- Timely Plan Amendment Changes
- Elective Deferral Changes
- Employer Match as Roth Contribution
Prerequisites
None
Designed For
CPAs in public practice and industry seeking an update on the latest retirement plan tax legislation.
Objectives
- Identify and recall key compliance issues and significant changes in retirement provisions.
Preparation
None
Non-Member Price $81.00
Member Price $58.50