The Original Secure Act and Secure Act 2.0 Retirement Planning Strategies (X4-7030018)

• Mandatory Automatic Enrollment
• Credit For Small Employer Pension Plan Startup Costs
• Enhancement Of The Saver’s Credit
• Increase In Starting Age For RMDs 
• Indexing IRA Catch-Up
• Higher Catch-Up Limit Age 61, 62, 63, And 64
• Student Loan Payments As Elective Deferrals For Matching Contributions
• Start Up Credit Costs For Employers Joining An Existing Plan
• Financial Incentives For Contributing To a Plan
• Withdrawals For Certain Emergency Expenses
• SIMPLE Plan changes
• Starter 401(K) Plans
• Sec 529 Plan To Roth Rollovers
• Emergency Savings Accounts
• Enhancement of 403(B) Plans
• Qualified Charitable Distributions to Split Interest Entity
• Retirement Savings Lost and Found

**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 it to kori.herrera@acpen.com.