SECURE 2.0 Act of 2022

Exam Questions: 10
Course Level: Basic
Pages: 46 | Content: 38, Supplemental: 8
NASBA Area of Study: Taxes
Not Acceptable for: N/A
Version: 8230A

The original SECURE Act was passed in 2019, which made changes to retirement and tax law in an attempt to make it easier for individuals to save for retirement and provide more flexibility in how retirement savings can be used. Then in December of 2022, the SECURE 2.0 Act was passed to build on the original Act. This course will detail the SECURE 2.0 Act and highlight some of the sections most relevant to CPAs and enrolled agents. All course material provided. No prerequisites. Course level: Basic.

EA Program Approval Number: ZX34G-T-00551-23-S

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Course Information

Table of Contents
  • Introduction and Title I
  • Titles II & III
  • Titles IV, V, VI & VII
  • To identify the goals of the SECURE 2.0 Act
  • To identify the changes made to retirement plan rules
  • To identify the changes made to revenue and tax court retirement provisions

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