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SECURE Act 2.0  #292824



Course Details, Learning Objectives, Table of Contents

Credits
CPA 4
CFP® 3
EA/OTRP 4
ERPA 4

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Course Description

Course publication/revision date: This course was updated on 1/26/2024.

The SECURE Act 2.0 became law as part of the Consolidated Appropriations Act, 2023 enacted on December 29, 2022. It contains a wide range of provisions that become effective over several years designed to encourage retirement savings, help ensure the sufficiency of retirement funds, bring additional clarity and transparency to retirement plan rules, and increase federal revenue. In so doing, the Act addresses desirable outcomes, including:

  • Creating improved retirement security;
  • Ensuring retirement income preservation;
  • Simplifying retirement plan rules; and
  • Enhancing federal revenue.

This course will discuss the various provisions of the Act, beginning with those provisions that are immediately effective and followed by those that become effective in subsequent years. Appropriate context is added to facilitate understanding of the pre-enactment environment and the impact of the legislative changes.

Course, Credit, Sponsor Information  
Open link (above): Course Details, Learning Objectives, and Table of Contents.
Author: Paul J. Winn, CLU, ChFC
Subject Area: CFP Board, NAPFA: Tax Planning;  NASBA (CPA): Taxes.
IRS: EA, OTRP: Federal Tax Law; ERPA: Qualified Retirement Plan Matters

Course Format Options
If you purchase the "Online Book and Online Exam" option of a course, you get anytime access to the online course (in PDF) and the online exam. Both can be printed.
If you purchase the "Hardcopy Book and Online Exam" option, you get online access to the course-PDF and exam, PLUS a printed copy of the course-book sent via USPS.

How To Register Online
1. Enter Quantity 
2. Select Purchase Option
3. Click Add to Cart
4. Click Begin Secure Checkout or Continue Shopping
5. If prompted, login (or Create an Account).
6.After checking out, return to "My Account" to view your course and online exam.

Discounts and shipping/handling, if applicable, are added during checkout
 

Online Book, Online Exam Price   $49.00
Hardcopy Book, Online Exam Price   $59.00

Quantity: 
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CFP® Credit Reporting Fee:
CFP Board now charges a per-hour fee for credit reporting. You are required to pay this fee if you want CFP® credit for this course. If you are not a CFP Board certificant, select Decline

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CFP , CFP®, CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
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