The Original Secure Act and Secure Act 2.0 Retirement Planning Strategies
Overview
Congress was EXTREMELY busy. There are over 50 tax-related provisions within SECURE 2.0 which an advisor needs to be able to master. This course will provide the participants with everything that they need to know about SECURE 2.0 so that they will be able to better serve their clients’ retirement planning needs.
**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.
Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Update
Highlights
- 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
Prerequisites
None
Designed For
CPAs, EAs, attorneys, and other tax professionals
Objectives
- To provide the participant with everything that that they need to know about SECURE 2.0 so that they will be able to better serve their clients’ retirement planning needs.
Preparation
None
Leader(s):
Leader Bios
Arthur Werner, Werner-Rocca Seminars, LTD
Arthur Joseph Werner, J.D., MS (taxation) is the president and a shareholder of Werner-Rocca Seminars, Ltd., where he teaches on business, tax, financial and estate planning topics. A former adjunct professor in the Master of Science in Taxation program at Philadelphia University, he holds degrees in accounting and taxation from Widener University and a J.D. from the Delaware Law School. Over the past 25 years, Art has presented thousands of seminars, webinars and video programs to CPAs and financial professionals nationwide.
Non-Member Price $159.00
Member Price $129.00