Congress was EXTREMELY busy in late December 2022! During this lame-duck
session, Congress was able to pass SECURE 2.0, which is essentially the original
SECURE Act that was passed in late 2019. There are over 50 tax-related provisions
within SECURE 2.0 which an advisor needs to be able to master. This course will
provide the participant with everything that that they need to know about SECURE
2.0 so that they will be able to better serve their clients’ retirement planning needs.

Additionally, this course will include the IRS regulations explaining the new law in detail. (Note: We expect the IRS to release the reg's by mid-August. However, we may have to postpone the course date if the reg's are not released until later.).

Topics & Learning Objectives Include:

• Mandatory Automatic Enrollment
• Credit For Small Employer Pension Plan Startup Costs
• Enhancement Of The Saver’s Credit
• Increase In Starting Age For RMDs
• Indexing IRA Catch-Up
• Higher Catch-Up Limit Age 61, 62, 63, And 64
• Student Loan Payments As Elective Deferrals For Matching Contributions
• Start Up Credit Costs For Employers Joining An Existing Plan
• Financial Incentives For Contributing To a Plan
• Withdrawals For Certain Emergency Expenses
• SIMPLE Plan changes
• Starter 401(K) Plans
• Sec 529 Plan To Roth Rollovers
• Emergency Savings Accounts
• Enhancement of 403(B) Plans
• Qualified Charitable Distributions to Split Interest Entity
• Retirement Savings Lost and Found
• And more!

Arthur Werner is one of the most prominent Federal Tax lecturers in the nation, with a special expertise in Estate, Trusts and Elder Law issues.