The SECURE Act 2.0 – Planning Opportunities for Individuals

Instructor

Allison
McLeod

The Secure Act 2.0 was passed in a flurry of year-end legislation. This one hour program will cover the important changes that individuals need to know about contributions to accounts and new ways of accessing these funds. This course will provide a concise look at these hot topics.

**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.

Learning Objectives

Understand the newest tax developments contained in in the Secure Act 2.0.
Learn about the expanded contribution and catch-up limits for individuals.
Obtain understanding on when certain withdrawals will be penalty free.
Understand the newest developments on required minimum distribution dates.

Major Topics

Implications for individuals:
- Changes to the Saver’s Credit
- Changing the required minimum distribution rules for Roth 401(k)s
- Changes to required beginning dates for required minimum distributions of retirement plans.
- Penalty-Free Withdrawals for Certain Emergency Expenses
- Special provisions for firefighters and military personnel spouses
- Increases in catch-up contributions
- Impact on 529 plans
- Opportunities for student loan payment matching

CPE Credits Available

1.2 CPE

1.2: Taxes

Things to Know About This Course

Course Level

Basic

Professional Area of Focus

Taxes

Advanced Preparation

None

Intended Audience

This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise businesses and individuals that have these tax implications. All in-house and public practice tax professionals will benefit from this timely and insightful seminar.

Provider

ACPEN

Register For This Event

ASCPA Member

$ 39 39
Join
Price includes $0.00 early registration discount(s) - expires 9/22

Price includes $0.00 early registration discount(s) - expires 9/22
ASCPA Non-Member

$ 59 59

Price includes $0.00 early registration discount(s) - expires 9/22

Price includes $0.00 early registration discount(s) - expires 9/22

Your Price

Please login to register.