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Impact of Secure Act 2.0 Changes for 2023

February 21 @ 12:00 pm - 1:00 pm

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.

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

BEFORE ATTENDING THIS WEBINAR, IT IS IMPORTANT TO WATCH THE VIDEO AT THIS LINK: https://youtu.be/XqhGtGcM1j8. IT ANSWERS MANY BASIC QUESTIONS WHICH WILL NOT BE COVERED IN THE WEBINAR, IN ORDER THAT MORE SUBSTANTIVE QUESTIONS MAY BE TAKEN.

Jh Picture  Secure Act Image

John Hyre is a tax attorney with 27 years of experience. His virtual practice caters to real estate investors, small businesses, and self-directed IRA/401k investors all over the US. John provides extensive planning, structuring, tax-reduction, and asset protection services. He also represents taxpayers in audits & Tax Court and assists taxpayers who owe the IRS money.  John also speaks nationwide on the taxation of real estate and SDIRA’s/401ks.

(This webinar will be recorded)

BEFORE ATTENDING THIS WEBINAR, IT IS IMPORTANT TO WATCH THE VIDEO AT THIS LINK: https://youtu.be/XqhGtGcM1j8. IT ANSWERS MANY BASIC QUESTIONS WHICH WILL NOT BE COVERED IN THE WEBINAR, IN ORDER THAT MORE SUBSTANTIVE QUESTIONS MAY BE TAKEN.

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Details

Date:
February 21
Time:
12:00 pm - 1:00 pm
Event Category:

Venue

Webinar

**If you register but miss this webinar, you will receive a link to the recording within 1-2 business days.  It will also be available HERE.  Once you’ve signed up for any webinar, you’ll be notified of new webinars as they are scheduled.  You can unsubscribe from this at any time.

Have an idea for a webinar topic or guest? 

Let us know by emailing info@camaplan.com. 

Put ‘webinar idea’ in the subject line.