Webinar: The SECURE Act 2.0 - Planning Opportunities for Individuals
WB1595 | Course | Basic | Scheduled
Description
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 kno
Credits
| Number of Credits | Type of Credits |
|---|---|
| 1.20 | Taxes |
Designed For
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.
Prerequisites
None
Highlights
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
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.
Preparation
None
Notes
This webcast is provided by ACPEN. After registering for the course, you will receive an email from ACPEN with instructions for logging in to the webcast and obtaining your eMaterials.
Prices
- Member (Early Bird)
- $39.00
- Non-Member (Early Bird)
- $59.00
- Member
- $39.00
- Non-Member
- $59.00