SECURE Act 2.0 and Updates (2025) (C68602)

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Cancellation Policy

Please note that this webinar Is from a third party vendor, CPA Crossings. We strongly recommend registering no later than one-hour before the webinar begins. Please contact CPA Crossings webinar hotline if you do Not receive your webinar invitation via email within five minutes after registering:  877-370-2220 ext. 1. Thank you.

Date(s):

06/14/2025

Registration Open:

12:00 AM - 10:00 AM

Time:

10:00 AM - 12:00 PM

Facility:

 Online

Meeting Type:

Webinars

CPE Credit:

2.00

Field(s) Of Study:

Taxes (2.00)

Level of Knowledge:

Basic

Price:

Member: $89.00
Nonmember: $109.00

Individual Discounts:

Not Available

Overview

After attending this presentation, you will be able to...

  • Analyze the newest tax developments contained in in the Secure Act 2.0.
  • Recall the new provisions modifying the administration of employer retirement plans.
  • Recall expanded contribution and catch-up limits for individuals.
  • Recognize the new required beginning dates for distributions.
  • Recall the newest developments on required minimum distribution dates.

Highlights

The major topics that will be covered in this course include:

  • Implications for individuals
  • Changes to the Saver&rsquo: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
  • Implications for Employers
  • Starter §: 401(k) plans for small employers
  • Requiring automatic 401(k) enrollment
  • Improving worker access to emergency savings
  • Increasing part-time workers&rsquo: access to retirement accounts
  • Statute of Limitations on excise taxes imposed on overcontributions to retirement plans
  • Multiple employer §:403(b) plans
  • Automatic portability provisions
  • Other changes in the administration of company retirement plans

Speaker(s)

Prerequisites

None