The SECURE Act 2.0: Planning Opportunities for Individuals

Overview

The Secure Act 2.0 was passed in a flurry of year-end legislation. This one hour program will cover the important changes that individuals need to know about contributions to accounts & new ways of accessing these funds. This course will provide a concise look at these hot topics.

Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab & submit to kori.herrera@acpen.com.