Many, if not most, IRA and 401k account holders will be affected by new provisions of the Secure Act, which go into effect in 2023 and 2024. Join nationally-recognized tax authority and attorney John Hyre for a through briefing the Secure Act’s impacts on Required Minimum Distributions, contributions, distributions, Roth IRA conversions, employer plans, student loans, surviving spouses, charitable contributions, part time employment, savers credits and much, much more.
BEFORE WATCHING THE WEBINAR AT THE BOTTOM OF THIS PAGE, IT IS IMPORTANT TO WATCH THE VIDEO ABOVE. IT ANSWERS MANY BASIC QUESTIONS NOT COVERED IN THE WEBINAR FURTHER DOWN THIS PAGE.
More specifically, you’ll learn about changes to —
- Prohibited Transactions
- Required Minimum Distributions (RMD): Roth IRA & 401k Parity, Later Start, Reduced Penalty
- RMD & Excess Contribution statute of limitation
- 529 to Roth IRA Rollover
- 401k Contribution Basics Under 50
- Catch Up Contributions
- Extra Catch-Up Contributions
- Required Auto Enrollment
- Student Loan Payments May Count for “Match”
- Slight QCD Enhancement
- Qualified Disaster Distributions
- 10% Penalty Exceptions
- Big Disaster Loans from 401ks
- Saver’s Credit Was & Remains Rare
IF YOU’VE WATCHED THE VIDEO AT THE TOP OF THIS PAGE, HERE IS THE WEBINAR.
