安全2.0: New retirement planning opportunities for your 客户端s

确保客户退休

安全的2.《188bet亚洲真人体育下载》 was signed into law by President Biden in December 2022, and it provides incredible opportunities for CPAs and financial planners to add value for their 客户端s in the areas of retirement and tax planning.

Advisers will be required to master the important new rules contained within the bill.

Join this 90-minute webcast with Bob 还有Keebler, CPA/PFS, to prepare and get your questions answered. The webcast will include time for a question-and-answer session.

The webcast will cover the following rules and much more:

• An increase in the age for Required Minimum Distributions (RMDs) to age 75
• Catch-up contribution adjustments for taxpayers ages 60 to 63
• 将529个计划转移到罗斯个人退休账户
• 扩大储蓄者匹配
• 取消25%的合格终身年金限制
• An increase in the Qualified Longevity Annuity Contract (QLAC) limitation to $200,000
• Modification of the treatment of IRAs involved in prohibited transactions
• Special provisions that Roth 401(k) plans will no longer be subject to the RMD rules
• Provisions that will allow a surviving spouse to elect to be treated as the employee of a qualified plan participant — this is an especially important provision for asset protection purposes in that the surviving spouse would seemingly be protected by the Employee Retirement Income Security Act (ERISA)
• The treatment of student loans as elective deferrals for purposes of matching contributions
• The modification of the rules providing for withdrawals for emergency expenses
• A new provision allowing for non-elective contributions to SIMPLE plans
• 将后期RMD消费税从50%降至25%
• A one-time election for qualified charitable contributions to charitable remainder trusts
• An important modification of the RMD rules for special needs trusts apparently addressing the concern in the SECURE regulations regarding Medicaid repayment provisions under state law

(有资格申请CFP学分)

关键的188bet亚洲真人体育下载

• 安全2.0法案规定
• 安全2.0 Act changes in reductions or modification of existing rules

学习成果

• 确定安全2中涵盖的新规则.《188bet亚洲真人体育下载》.
• Determine the new retirement strategies available for your 客户端s

谁将受益

• 个人理财规划师
• 税务专业人士

pps会员节省20%:

A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found 在这里. 不确定你们律所是不是会员? 发送一个[email] (mailto:pcps@aicpa).org?subject=PCPS%20membership%20check%20%20for%20webcast%20discount) and we’ll get right back to you! Or, 了解更多 关于加入pps!