SECURE 2.0: HR 2954 FLEXCAST

Overview

In this class on SECURE 2.0, Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP, will cover the House-passed Securing a Strong Retirement Act of 2022 (HR 2954). The legislation was approved in the House on March 29, 2022. Currently, the Senate is considering the House’s measure in combination with its own SECURE 2.0 legislation. This class will take you through everything you need to know about how the House bill builds upon the SECURE Act of 2019 and proposes further enhancements to retirement savings.

Highlights

Student Loan Payments. New Credit for Small Employers. Enhancements to Catch-up Limit. SIMPLE & SEP Roth IRAs. 403(b) Plans. RISE Act.

Prerequisites

None.

Designed For

CPAs, financial professionals, enrolled agents and attorneys.

Objectives

Expanding automatic enrollment in retirement plans. Indexing IRA catch-limit. Higher catch-up limit to apply at 62, 63, 64. Increase in age for required beginning date for Mandatory distributions. Simple and SEP Roth IRAs.

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.