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.

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