SECURE 2.0: Securing a Strong Retirement Act of 2022 FLEXCAST

Overview

The SECURE 2.0 Act of 2022 was developed to increase retirement savings by encouraging taxpayers to save and employers to offer more savings opportunities. Some provisions are effective retroactively, some immediately, and some in the future as late as 2028. This course is a comprehensive analysis of the law starting with where we are now, what is changing, and when it is changing.

Highlights

The SECURE 2.0 Act of 2022.

Prerequisites

None.

Designed For

CPAs and other tax professionals.

Objectives

Understand the automatic enrollment and escalation requirements for employer sponsored plans. Explain the increased catch-up contribution rules. Discuss how Section 529 Plans and Student Loan Payments impact retirement savings. Understand the new credits for pension plan start-up costs.

Preparation

None.

Notice

This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.