Webcast
Basic
CPE Credits
1 Credits: Taxes
Course Description
In this class on SECURE 2.0, Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP, will cover the House-passed Securing a Strong Retirement Act of 2022 (HR 2954). The legislation was approved in the House on March 29, 2022. Currently, the Senate is considering the House’s measure in combination with its own SECURE 2.0 legislation. This class will take you through everything you need to know about how the House bill builds upon the SECURE Act of 2019 and proposes further enhancements to retirement savings.
Learning Objectives
Upon completing this course, participants will understand:
- Expanding automatic enrollment in retirement plans
- Indexing IRA catch-limit
- Higher catch-up limit to apply at 62, 63, 64
- Increase in age for required beginning date for mandatory distributions
- Simple and SEP Roth IRAs
Course Specifics
|
Course ID WC1822283566 |
Revision Date April 22, 2022 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02004-22-O
IRS Federal Tax Law Credits: 1
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02004-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1740
CTEC Federal Tax Law Credits: 1
CTEC Course Number: 2071-CE-1740
CTEC Federal Tax Law 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
Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.
SECURE 2.0: HR 2954
CPE CREDITS
1 Credits: Taxes
$49.00
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
Webcast
Basic
CPE Credits
1 Credits: Taxes
Course Description
In this class on SECURE 2.0, Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP, will cover the House-passed Securing a Strong Retirement Act of 2022 (HR 2954). The legislation was approved in the House on March 29, 2022. Currently, the Senate is considering the House’s measure in combination with its own SECURE 2.0 legislation. This class will take you through everything you need to know about how the House bill builds upon the SECURE Act of 2019 and proposes further enhancements to retirement savings.
Learning Objectives
Upon completing this course, participants will understand:
- Expanding automatic enrollment in retirement plans
- Indexing IRA catch-limit
- Higher catch-up limit to apply at 62, 63, 64
- Increase in age for required beginning date for mandatory distributions
- Simple and SEP Roth IRAs
Course Specifics
|
Course ID WC1822283566 |
Revision Date April 22, 2022 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02004-22-O
IRS Federal Tax Law Credits: 1
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02004-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1740
CTEC Federal Tax Law Credits: 1
CTEC Course Number: 2071-CE-1740
CTEC Federal Tax Law 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
Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.
SECURE 2.0: HR 2954
CPE CREDITS
1 Credits: Taxes
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
$49.00