CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

SECURE 2.0 Roundtable with Denise Appleby and Larry Pon: Full Episode

CPE Credits are available for this episode

Self-Study Video • 1 Credits: Taxes
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Episode Description

The SECURE 2.0 Act of 2022 features 92 new provisions intended to better prepare Americans for retirement and increase incentives for businesses. Industry veterans Denise Appleby and Larry Pon discuss some of the law’s highlights, including info on distributions from 529 Qualified Tuition Accounts, numerous changes to distribution factors for Roth IRAs, and more. This episode contains the full roundtable conversation, which is broken into smaller segments in parts 1-3.

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