Signed into law in December 2022, the SECURE Act 2.0 aims to bolster retirement savings and strengthen retirement security. Spanning several years, its provisions seek to achieve four key goals: creating better retirement security, safeguarding retirement income, simplifying plan rules, and boosting federal revenue. This course delves into the Act's various provisions, starting with those already in effect and progressing to those taking hold in later years. We'll provide context to illuminate the pre-Act landscape and the impact of these legislative changes.

• Pinpoint the SECURE Act 2.0 provisions designed to expand retirement plan coverage and increase retirement savings
• Determine the SECURE Act 2.0 provisions designed to enable plan participants to preserve their retirement income
• Catalog the SECURE Act 2.0 provisions that simplify retirement plan rules
• Identifying those SECURE Act 2.0 provisions designed to enhance federal revenue

Tax Year: 2024

CPAs, EAs, and other tax and financial professionals