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Secure Act 2.0: What you need to know

Available Until

**OnDemand**

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