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Webcast

SECURE 2.0 Act: Know the Changes to IRA, 401(k), Roth, & Other Retirement Plans

1 Credits: Taxes

$38.00

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SECURE 2.0 Act: Know the Changes to IRA, 401(k), Roth, & Other Retirement Plans

Format
Webcast
Course Level
Update
CPE Credits

1 Credits: Taxes

Course Description

The recent enactment of SECURE 2.0 has set the financial and wealth planning industry abuzz with its significant changes and sales opportunities. Yet, with these opportunities comes the challenge of mastering the new rules and regulations introduced in the legislation. Bob Keebler’s exclusive Western CPE Webcast is the solution for financial and wealth planners seeking to navigate these changes effectively.

In this webcast, Bob Keebler, a seasoned expert, will guide you through the updated RMD rules, including the increase in age to 75, and the modifications to rules regarding retirement accounts. You will gain a deep understanding of new provisions for qualified birth or adoption distributions, surviving spouses, and Roth 401(k) plans. Additionally, the CPE online course will cover changes to the 10% excise tax and withdrawal opportunities for qualified disasters and emergency expenses, along with insights into inflation adjustments for catch-contributions.

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Learning Objectives

Upon completion of this course, participants will be able to:

  • Identify updated RMD rules, including increase in age to 75;
  • Describe modifications of rules involved with retirement accounts;
  • Identify new provisions for qualified birth or adoption distributions, surviving spouses, and Roth 401(k) plans;
  • Understand changes to the 10% excise tax;
  • Describe withdrawal opportunities for qualified disasters and emergency expenses; and
  • Understand inflation adjustments for catch-contributions.
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Course Specifics

Course ID
WC1823320865
Revision Date
January 6, 2023
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02307-23-O
IRS Federal Tax Update Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1876
CTEC Federal Tax Update Credits: 1

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.

Meet The Experts

Robert Keebler Headshot
Robert Keebler, CPA, AEP, MST, CGMA

Robert Keebler, CPA/PFS, AEP (Distinguished), CGMA, MST is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Section. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents …

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