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 thorough briefing on 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.

More specifically, you’ll learn about changes to —

  • Prohibited Transactions
  • Required Minimum Distributions ((RMD):
    • Roth IRA & 401k Parity
    • Start Later
    • 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