2023 Tax Legislation: The Secure Act 2.0
Date/Time
6/21/2024 - 12/31/2034
12:00 AM - 12:00 AM
12:00 AM - 12:00 AM
Course Registration
Credits
2 Credits
Event Type(s)
Anytime CPE
Event Description
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.
Objectives:
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.
Instructor:
Allison McLeod
Fields of Study:
Taxes
Objectives:
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.
Instructor:
Allison McLeod
Fields of Study:
Taxes
Location
Anytime CPE
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| 6/21/2024 - 12/31/2034 |    |
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