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Tax Planning with SECURE 2.0

2 CPE for AFSP, EA, CFP®, CPA, CRTP     

The SECURE 2.0 Act of 2022 added several provisions that allow taxpayers to save for retirement. This session will focus on provisions effective for 2024 and 2025 that impact taxpayers and recent guidance issued. We’ll discuss converting 529 plan funds to Roth IRAs, safe harbors for starter 401(k) plans and additional exceptions going into effect in for early distribution taxes. Additionally, we will cover planning opportunities for additional contributions due to a higher catch-up limit for taxpayers age 60-63 for employer sponsored plans effective for 2025.  

Upon completion of this session, you will be able to:

  • Outline the mechanics of rolling over 529 plan funds into a Roth IRA 

  • Identify taxpayers eligible for starter 401(k) plans 

  • Summarize new 10% early distribution penalties 

CPE information
Duration: 100 minutes
Course level: Update
Prerequisite: Basic understanding of retirement plans for individuals and businesses
Advanced preparation: None
Delivery method: Group Live

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