2023 Tax Legislation: The Secure Act 2.0 (Z2-612)

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100 Minutes

On Demand - Video

2 CPE Credits in TX

After a false start in 2022 when it failed to pass through Congress, the Secure Act 2.0 was passed in a flurry of year-end legislation. This two hour program will cover the important changes in savings and distributions of retirement plans that impact individuals. Employers will also need to consider how Secure Act 2.0 will the administration of existing plans or the creation of new ones. This course will provide a concise look at these hot topics.

BENEFITS

Understand the newest tax developments contained in in the Secure Act 2.0.
Become knowledgeable about the new provisions modifying the administration of employer retirement plans.
Learn about the expanded contribution and catch-up limits for individuals.
Obtain understanding on the new required beginning dates for distributions.
Understand the newest developments on required minimum distribution dates.

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
Implications for Employers
Starter § 401(k) plans for small employers
Requiring automatic 401(k) enrollment
Improving worker access to emergency savings
Increasing part-time workers’ access to retirement accounts
Statute of Limitations on excise taxes imposed on overcontributions to retirement plans
Multiple employer §403(b) plans
Automatic portability provisions
Other changes in the administration of company retirement plans

COURSE LEVEL

Basic

PREREQUISITES

None

Allison M. McLeod, CPA, LL.M., J.D.

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PRICING

$58.00 - Member

$78.00 - Nonmember

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This event has been cancelled.

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COURSE DEVELOPER

CPA Crossings

2023 Tax Legislation: The Secure Act 2.0 (Z2-612)

OVERVIEW

BENEFITS

HIGHLIGHTS

COURSE LEVEL

PREREQUISITES

SESSIONS

INSTRUCTOR

Allison M. McLeod, CPA, LL.M., J.D.

Event Cancelled

PRICING

Event Cancelled

ADDITIONAL OPTIONS

Request a Reminder

COURSE DEVELOPER

AREAS OF INTEREST

Data Alerts

2023 Tax Legislation: The Secure Act 2.0 (Z2-612)

OVERVIEW

BENEFITS

HIGHLIGHTS

COURSE LEVEL

PREREQUISITES

SESSIONS

INSTRUCTOR

Allison M. McLeod, CPA, LL.M., J.D.

Event Cancelled

PRICING

Event Cancelled

ADDITIONAL OPTIONS

Request a Reminder

COURSE DEVELOPER

AREAS OF INTEREST

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