June 29, 2023

In-Person

Princess Royale
9100 Coastal Hwy, Ocean City, Worcester County, Maryland 21842

4 Total CPE Credits

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Beach Retreat: Secure Act 2.0 – Everything You Need to Know

  • Instructor

    Arthur
    Werner

Congress was extremely busy in late December 2022! During this lame-duck session, Congress was able to pass SECURE 2.0, which is essentially the original SECURE Act that was passed in late 2019. 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 participant 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 – materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than onsite.

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Learning 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.

Major Topics

  • 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

CPE Credits Available

4
Total CPE
4
Taxes

Princess Royale

9100 Coastal Hwy, Ocean City, Worcester County, Maryland 21842

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Things to Know About This Course

Course Level

  • Update

Advanced Preparation

None

Intended Audience

CPAs, EAs, attorneys, and other tax professionals

Provider

Werner-Rocca

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    $ 160 160
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  • MACPA Non-Member

    $ 220 220
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