Secure Act 2.0: What You Need to Know
Available Until
On-Demand Only
1.50 Credits
Member Price $79.00
Non-Member Price $109.00
Overview
Description:
This program provides an explanation of the Secure Act 2.0 tax provisions impacting both individuals and business taxpayers.
Learning Objective:
After attending this presentation you will be able to . . .
- Identify and recall key compliance issues and significant changes in retirement provisions
Program Content:
- 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
Who Should Attend:
CPAs in public practice and industry seeking an update on the latest retirement plan tax legislation.
Developed By:
Federal Tax Workshops, Inc
Instructor:
Steven C. Dilley, PhD, CPA, JD
Highlights
Prerequisites
None
Objectives
Preparation
None
Non-Member Price $109.00
Member Price $79.00