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View More Boutwell Fay LLP Webinars, Podcasts and Conferences

Keeping It Simple Under the SECURE Act 2.0 for IRAs, SEPs and Simple Plans

Boutwell Fay LLP

Feb. 16, 2023
Recorded Online
Webinar

Among the sweeping retirement plan changes in the new Secure 2.0 law are a number of important and welcome enhancements for owners of individual retirement accounts as well as small business plans. In this webinar, we will cover:

  • The new rules for IRAs, SEPs & SIMPLE Plans
  • How Secure 2.0 affects RMDs and reduces penalties for missed RMDs
  • Clarification on the statute of limitations as applied to IRAs
  • The allowing of employer contributions to SIMPLE plans
  • Mid-year conversion to a safe harbor plan from a SIMPLE plan
  • Creating a “Starter 401(k)….and more

 

More Information, How to Register

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