Secure 2.0 Act - 2 Hours CPE

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  Level: Intermediate Prerequisites: None Advanced Preparation: No Advanced Preparation Required  Author: Lee Reams, Sr. Course Material: A copy of the course material