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SECURE 2.0: New retirement planning opportunities for your clients
Personal Financial Planning

SECURE 2.0: New retirement planning opportunities for your clients

Understand all the new provisions and changes in the SECURE 2.0 Act of 2022.

$70 - $109
Do you have an AICPA membership? Log in to apply your member discount.




Feb 01, 2023

NASBA Field of Study




CPE Credits



Robert S. Keebler


Product Number


 Business & partner 
Product Details

Secure a client's retirement

The SECURE 2.0 Act of 2022 was signed into law by President Biden in December 2022, and it provides incredible opportunities for CPAs and financial planners to add value for their clients in the areas of retirement and tax planning.

Advisers will be required to master the important new rules contained within the bill.

Join this 90-minute webcast with Bob Keebler, CPA/PFS, to prepare and get your questions answered. The webcast will include time for a question-and-answer session.

The webcast will cover the following rules and much more:

  • An increase in the age for Required Minimum Distributions (RMDs) to age 75
  • Catch-up contribution adjustments for taxpayers ages 60 to 63
  • The transfer of 529 plans to Roth IRAs
  • Expanded savers matches
  • Removal of the 25% qualified life annuity limitation
  • An increase in the Qualified Longevity Annuity Contract (QLAC) limitation to $200,000
  • Modification of the treatment of IRAs involved in prohibited transactions
  • Special provisions that Roth 401(k) plans will no longer be subject to the RMD rules
  • Provisions that will allow a surviving spouse to elect to be treated as the employee of a qualified plan participant — this is an especially important provision for asset protection purposes in that the surviving spouse would seemingly be protected by the Employee Retirement Income Security Act (ERISA)
  • The treatment of student loans as elective deferrals for purposes of matching contributions
  • The modification of the rules providing for withdrawals for emergency expenses
  • A new provision allowing for non-elective contributions to SIMPLE plans
  • A reduction in the late RMD excise tax from 50% to 25%
  • A one-time election for qualified charitable contributions to charitable remainder trusts
  • An important modification of the RMD rules for special needs trusts apparently addressing the concern in the SECURE regulations regarding Medicaid repayment provisions under state law

(Eligible for CFP credit)

Key Topics

  • SECURE 2.0 Act provisions
  • SECURE 2.0 Act changes in reductions or modification of existing rules

Learning Outcomes

  • Identify the new rules covered in the SECURE 2.0 Act of 2022.
  • Determine the new retirement strategies available for your clients

Who Will Benefit

  • Personal financial planners
  • Tax professionals
Credit Info
CPE Credits
NASBA Field of Study
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
1 hr 30 mins
For more information, please refer to CPE requirements and NASBA sponsorship information
Do you have an AICPA membership? Log in to apply your member discount.
AICPA Members
PFP Section Members
Tax Section Members
PFS Credential Holders

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at

Contact us
Robert S. Keebler
CPA/PFS, MST, AEP (Distinguished)
Robert S. Keebler, CPA, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 150 favorable private letter rulings including several key rulings of "first impression". He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. The latest book Robert has co-authored: 2012 Estate Planning – Tax Planning Steps to Take Now, is now available in both electronic and paper back format. Mr. Keebler has recently been quoted in The New York Times in an article titled: "The 1040 Blues" where he provided insight on capital gains tax.

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SECURE 2.0: New retirement planning opportunities for your clients
Feb 01, 2023
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Feb 01, 2023
6pm7:30pm GMT
Feb 06, 2023
6pm7:30pm GMT
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