Learning Objective: By taking this course the student will learn the changes included in the Secure 2.0 Act taking effect in 2023 through 2027 impacting numerous pension and IRA provisions including RMDs, Saver’s Credit, IRA catch up contributions, special catch up contribution for ages 61 through 64, expanded QCD transfers, numerous exceptions to the10% early withdrawal penalty, Nannie SEPs, mandatory enrollments, enhanced saver’s credit, military spouse pension benefits, modification of the excess accumulation penalty, emergency savings accounts, Sec 529 plan to Roth rollover, and much more.
CPE Hours: Federal Tax Update = 2 CPE Credits / Total = 2 CPE Credits
Accreditation: CTEC, IRS, Enrolled Agents, NASBA CPA
Field of Study: Federal Tax Update
Publication Date: 3/30/2023
Instructional Delivery Method: Self-Study
Advanced Preparation: No Advanced Preparation Required
Author: Lee Reams, Sr.
Course Material: A copy of the course material is available for download under the Additional References tab.
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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.
CountingWorks, Inc. is an approved provider for IRS, NASBA QAS and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs.
Registration: Sign-up online by clicking add to cart above or by phone at 1-800-384-1101