SECURE 2.0 Roundtable with Denise Appleby and Larry Pon: Part 2

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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 2

Western CPE Podcast Network

32 minutes 34 seconds

2 years ago

SECURE 2.0 Roundtable with Denise Appleby and Larry Pon: Part 2

In the second episode of this limited series, hosts Larry Pon and Denise Appleby discuss some of SECURE 2.0’s changes to how Roth IRAs work, including increasing the minimum distribution age, reducing RMD penalties, and tweaks to matching and nonelective contributions for employers. 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.