SECURE 2.0 Roundtable with Denise Appleby and Larry Pon: Part 3

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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: Part 3

Western CPE Podcast Network

24 minutes 44 seconds

2 years ago

SECURE 2.0 Roundtable with Denise Appleby and Larry Pon: Part 3

In the third episode of this limited series, hosts Larry Pon and Denise Appleby dive into changes to the statute of limitations on penalties for excess Roth contributions. They also discuss SECURE 2.0’s provisions for penalty-free distributions for domestic abuse victims, which go into effect in 2024. 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.