SECURE 2.0 Act of 2022: A Ten-Year Guide to Tax Planning Webinar (1 Hour)


On December 29, 2022, President Biden signed into law the SECURE 2.0 Act of 2022 as a part of the larger federal funding omnibus bill. This legislation builds upon the original SECURE Act (Setting Every Community Up for Retirement Enhancement) that was signed into law by President Trump in late 2019, and, as did the original SECURE Act, aims to further strengthen the American retirement system. During this new program, you will learn about the additions and enhancements made to the original SECURE Act, including:

  • Further updates to the Required Minimum Distributions (RMD) age
  • Additional changes to certain RMDs
  • Potential increases for catch-up contributions
  • Changes that involve student loan payments, disaster relief, and emergency savings

To ensure that all tax professionals are quickly brought up to speed in regards to the additions and enhancements made to the SECURE Act and how it will impact the way in which their clients continue to prepare for their retirement. Many potential retirees will see additional aspects of flexibility that this updated Act provides and will want to learn how it impacts them for their short term and long term plans.

  • Adjustments to the RMD age
  • Changes to RMD penalties and to certain Roth RMDs
  • Increases in catch-up contributions
  • Opportunities for student loan payment matching
  • Automated disaster relief
  • Changes in eligibility for part-time employees’ contributions to 401(k) plans
  • Automatic enrollment and automatic plan portability
  • Potential additions to emergency savings
  • Impact on 529 plans
  • Replacing the pre-Act nonrefundable Saver’s Credit



No advance preparation required.

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