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

Boutwell Fay LLP

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