SECURE 2.0: HR 2954 FLEXCAST
Available Until
Your Desk
1.0 Credits
Member Price $49.00
Non-Member Price $56.00
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.
Leader(s):
Leader Bios
Larry Pon, Western CPE
Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.
Non-Member Price $56.00
Member Price $49.00