SECURE Act 2.0: What You Need to Know
Friday, January 03, 2025
Webcast or Webinar, Online
1:00 PM - 2:03 PM (opens at 12:30PM) EST
1Credits
Technical Business
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Course Type: Webcast
Course Code: 24/AC137281
Level: Intermediate
Vendor: ACPEN
Field of Study: Taxes
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.
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
Major Topics:
- 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
Major Topics:
- 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