Secure Act 2.0: What you need to know (Z2-611)

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75 Minutes

On demand - Video

On Demand - Video

1.5 CPE Credits in TX

This program provides an explanation of the Secure Act 2.0 tax provisions impacting both individuals and business taxpayers.

BENEFITS

Identify and recall key compliance issues and significant changes in retirement provisions.

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

COURSE LEVEL

Basic

PREREQUISITES

None

Steven C. Dilley, CPA, J.D., Ph.D.
(4.4)

PRICING

$43.00 - Member

$63.00 - Nonmember

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COURSE DEVELOPER

CPA Crossings

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