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 (1 credit hour only), please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
DESIGNED FOR
All Tax Accountants
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
ADDITIONAL NOTES
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.