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

Icon_Webcast
Webcast
Icon_Level
Update
Credits
CPE Credits
1 Credits: Taxes

Course Description

After mid-term elections, speculation ran rampant regarding the potential for SECURE 2.0 to be enacted in the lame duck session. With the signing of this updated legislation, Bob Keebler reviews the incredible sales opportunities for financial and wealth planners. However, every financial and wealth planner will be required to master the important new rules contained in the bill. The best way to get a jump start and prepare for SECURE 2.0 is to join Bob Keebler in his exclusive Western CPE Webcast.

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.

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 registeration 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.

Course Instructor

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 …

Robert Keebler, CPA, AEP, MST, CGMA Read More »

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

CPE CREDITS
1 Credits: Taxes

$38.00


Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.
This webcast is 1 hours in length so you must start it before 07:00 pm ET.
Start within 8 hour(s) and 00 minutes to watch today.

Icon_Webcast
Webcast
Icon_Level
Update
Credits
CPE Credits
1 Credits: Taxes

Course Description

After mid-term elections, speculation ran rampant regarding the potential for SECURE 2.0 to be enacted in the lame duck session. With the signing of this updated legislation, Bob Keebler reviews the incredible sales opportunities for financial and wealth planners. However, every financial and wealth planner will be required to master the important new rules contained in the bill. The best way to get a jump start and prepare for SECURE 2.0 is to join Bob Keebler in his exclusive Western CPE Webcast.

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.

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 registeration 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.

Course Instructor

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 …

Robert Keebler, CPA, AEP, MST, CGMA Read More »

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

CPE CREDITS
1 Credits: Taxes

Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.
This webcast is 1 hours in length so you must start it before 07:00 pm ET.
Start within 8 hour(s) and 00 minutes to watch today.

$38.00