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Webinar

The SECURE Act 2.0 - Planning Opportunities for Individuals

Monday, May 5, 2025
Noon-1:10 p.m. Central
1.2 CPE (1.2 technical)  |  1.2 IRS CE

Course code: 25WA-1007
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The Secure Act 2.0 was passed in a flurry of year-end legislation. This one hour program will cover the important changes that individuals need to know about contributions to accounts and new ways of accessing these funds. This course will provide a concise look at these hot topics.

  • Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.

Major subjects

  • Changes to the Saver's Credit
  • Changing the required minimum distribution rules for Roth 401(k)s
  • Changes to required beginning dates for required minimum distributions of retirement plans
  • Penalty-free withdrawals for certain emergency expenses
  • Special provisions for firefighters and military personnel spouses
  • Increases in catch-up contributions
  • Impact on 529 plans
  • Opportunities for student loan payment matching

Learning objectives

  • Understand the newest tax developments contained in in the Secure Act 2.0.
  • Learn about the expanded contribution and catch-up limits for individuals.
  • Obtain understanding on when certain withdrawals will be penalty free.
  • Understand the newest developments on required minimum distribution dates.

Who should take this program?

  • This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise businesses and individuals that have these tax impl

Pricing

Standard Member Fee $39.00
checkmark Standard Nonmember Fee $39.00
Our records indicate you are a nonmember. If you register, you will be charged $39.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
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More program information

Instructor Allison McLeod, LLM, CPA
Location Online
Area
of study Financial planning
Field(s)
of study Taxes - Technical (1.2)
Level Basic
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. None
Advance
prep None
Cancellation
policy Receive a full refund if you cancel at least four business days before the event start date.
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