This one hour program will cover the important changes that individuals need to know about contributions to accounts and new ways of accessing these funds. This course will provide a concise look at these hot topics.
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 impl
BENEFITS
- 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.
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
**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 anne.taylor@acpen.com.
ADDITIONAL NOTES
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you need an EA certificate or wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.