SECURE 2.0 Roundtable with Denise Appleby and Larry Pon: Part 1

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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 1

Western CPE Podcast Network

15 minutes 18 seconds

2 years ago

SECURE 2.0 Roundtable with Denise Appleby and Larry Pon: Part 1

In the first episode of this limited series, veteran financial experts Denise Appleby and Larry Pon discuss the background of the SECURE 2.0 Act of 2022, from its legislative beginnings to its place in the larger legal context of the Consolidated Appropriations Act of 2023. They also dig into distributions from 529 Qualified Tuition Accounts to Roth IRAs. 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.