Retirement Issues for Individuals (2024-25) 1.5 Credits
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Dec 02, 2024 | 12:30 PM
ET
The retirement savings landscape has evolved, with significant changes to contribution limits, required minimum distribution (RMD) rules, and penalty exceptions.
Recent legislation, including the SECURE Act of 2019 and SECURE 2.0 Act of 2022, has introduced new tax regulations impacting retirement income for both individuals and businesses. While some provisions became effective in 2022, others will take effect in 2024. As these laws continue to evolve, the Treasury has issued technical corrections, and further adjustments are pending approval by Congress.
This CE webinar will provide an in-depth analysis of the various investment opportunities available for individuals to save for retirement. We will cover IRAs, Roth IRAs, Backdoor Roth IRAs, SIMPLE IRAs, and employer-sponsored retirement plans. Additionally, we will explore the SECURE 2.0 Act and its impact on individual taxpayers, highlighting essential modifications and new provisions that affect retirement savings and distributions.
Key topics covered:
As we wrap up this CE Course, you’ll leave with a deeper understanding of how to leverage the latest legislative changes to your advantage and ensure your retirement strategy is flexible and future-proof.
Looking to fulfill your Enrolled Agent (EA) Continuing Education (CE) requirements? MY-CPE online Enrolled Agent CE courses are the best for you. Earn EA CE Credits while enhancing your domain knowledge and expertise in diverse tax regulations and practices. Our courses are designed to provide you with the latest updates and deep insights to keep you ahead in your field. With flexible scheduling and a user-friendly platform, MY-CPE offers you a greater convenient and interactive learning experience. Join MY-CPE today and take the next step in advancing your career as an Enrolled Agent.
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Dr. Curatola is the Joseph F. Ford Professor of Accounting at Drexel University in Philadelphia. He is the Tax Column Editor for Strategic Finance since 1992. He has served as the editor of the Journal of Legal Tax Research and currently serves on the editorial review board of several journals, and has held a variety of leadership positions, including current national service with the Institute of Management Accountants. He has published over 250 articles in journals including Journal of Financial Services Professionals, Journal of the American Taxation Association, Journal of Forensic & Investigative Accounting, Oil, Gas, & Energy Quarterly, and Tax Notes to name a few. Dr. Curatola was a co-editor on IRA Answer Book by Wolters Kluwer and author of the EA Review course for Surgent Publishers. Dr. Curatola externally funded research findings have appeared in media such as Forbes Magazine, The Washington Post, The Wall Street Journal, The New York Times, and other media outlets.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
AB
My CPE One webinars are good learning material for CE education and obtaining the CE credits by answering the Final Quiz.
MM
Lots of facts and figures flying around, butgreat info for planning given.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
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