Secure 2.0 Act - 2 Hours CPE
Secure 2.0 Act - 2 Hours CPE
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Description
Course Overview
The SECURE 2.0 Act introduced significant changes to retirement savings and tax planning, with provisions taking effect over multiple years. This course examines changes affecting required minimum distributions, IRA and retirement plan contributions, catch-up contributions, qualified charitable distributions, retirement plan tax credits, and early withdrawal penalty exceptions. Participants will also explore provisions involving automatic enrollment, emergency savings accounts, 529 plan rollovers to Roth IRAs, and retirement benefits for military spouses, with an emphasis on understanding the tax implications for individuals and employers.
Explore additional federal tax topics in our self-study CPE course catalog.
What You'll Learn
After completing this course, participants will be able to:
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Identify SECURE 2.0 Act changes affecting required minimum distributions, retirement account contributions, and catch-up contribution rules.
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Recognize new and expanded retirement savings incentives, including the Saver's Credit, automatic enrollment provisions, and employer retirement plan benefits.
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Distinguish circumstances involving exceptions to the 10% early withdrawal penalty, expanded qualified charitable distributions, and 529-to-Roth IRA rollovers.
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Identify additional SECURE 2.0 provisions affecting emergency savings accounts, military spouse retirement benefits, and excess accumulation penalties.
Who This Course Is For
Tax professionals who prepare returns or advise individuals and employers on retirement savings, IRA distributions, pension plans, and federal tax provisions under the SECURE 2.0 Act.
| 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 |
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