SECURE 2.0 Roundtable with Denise Appleby and Larry Pon: Full Episode

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Western CPE Podcast Network

Western CPE

30 episodes

2 days ago

Welcome to the new Western CPE Podcast Network! We’re taking over your airways this year to grace your ears with the latest and greatest tax content. We’re bringing you the tax, accounting, and finance information you need with the entertainment you desire.

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SECURE 2.0 Roundtable with Denise Appleby and Larry Pon: Full Episode

Western CPE Podcast Network

1 hour 12 seconds

2 years ago

SECURE 2.0 Roundtable with Denise Appleby and Larry Pon: Full Episode

The SECURE 2.0 Act of 2022 features 92 new provisions intended to better prepare Americans for retirement and increase incentives for businesses. Industry veterans Denise Appleby and Larry Pon discuss some of the law's highlights, including info on distributions from 529 Qualified Tuition Accounts, numerous changes to distribution factors for Roth IRAs, and more. This episode contains the full roundtable conversation, which is broken into smaller segments in parts 1-3. This limited series is part of a Self-Study Video Course available from Western CPE that can be purchased for CPE credit. Visit https://wcpe.co/episode/326050 to get started.