Secure 2.0 Act - 2 Hours CPE
Secure 2.0 Act - 2 Hours CPE
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Description
COURSE DESCRIPTION:
This course examines key provisions of the SECURE 2.0 Act affecting retirement plans and IRAs. It covers significant changes involving contributions, distributions, retirement savings opportunities, plan requirements, and tax incentives taking effect from 2023 through 2027.
LEARNING OBJECTIVES:
After completing this course, participants will be able to:
- Identify key changes to retirement plan and IRA provisions enacted under the SECURE 2.0 Act.
- Recognize the effective dates and requirements of SECURE 2.0 provisions affecting individuals, employers, and retirement plans.
- Assess the tax and planning implications of significant SECURE 2.0 changes affecting retirement savings and distributions.
| NASBA |
Field of Study: Taxes CPE Credit: 2.0 hours Delivery Method: QAS Self Study |
| IRS |
Field of Study: Federal Tax Law Update CE Credit: 2.0 hours IRS Program Number: VP8T3-U-00448-23-S |
| CTEC |
Field of Study: Federal Update CE Credit: 2.0 hours CTEC Course Number: 1044-CE-05279 |
| Publication Date: | 3/30/2023 |
| Instructional Delivery Method: | QAS Self-Study |
| Level: | Intermediate |
| Prerequisites: | General knowledge of federal taxation |
| Advanced Preparation: | None |
| Author: | Lee Reams, Sr., BSME, EA |
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Course Material: A copy of the course material is available for download under the Additional References tab. Refund Policy: Your complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at 1-800-384-1101 Certified Public Accountants: CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. Registration: Sign-up online by clicking add to cart above or by phone at 1-800-384-1101 |