THE SECURE 2.0 ACT OF 2022: Highlights, Explanations and Opportunities with Ed Slott & Company

MAY 11, 2023 | 8:00 – 10:00 AM
Virtual Event Via Zoom

2 Continuing Education Credit Hours via Zoom
For CPAs, Enrolled Agents & Registered Tax Preparers


Join three of Ed Slott & Company’s key IRA Experts – Sarah Brenner, JD; Andy Ives, CFP®, AIF®; and Ian Berger, JD – who will take a deep dive into the new rules that will impact you and your clients the most from the passage of the SECURE 2.0 Act of 2022, that was signed into law on December 29, 2022.


Although some of the SECURE 2.0 changes aren’t effective yet, many are, and you and your clients need to start planning for those changes now.
These include changes to the required minimum distribution (RMD) rules, new exceptions to the 10% early distribution penalty, and expanded Roth opportunities. And, many of new rules will kick in next year, including the ability to roll over unused 529 funds to Roth IRAs.
This program will go in-depth on the new rules that will impact your clients the most and provide practical explanations of how they can benefit your clients, and how, in some cases, the changes are much ado about nothing.
This 2-Hour Virtual Program includes:
  • Identify which clients will be affected by the delayed RMD age and how the penalty for missed RMDs has changed
  • Understand how the new exceptions to the early distribution penalty work
  • Explore how clients can take advantage of new Roth opportunities, including Roth employer contributions and Roth SEP & SIMPLE contributions
  • Learn about the new catch-up rules for clients aged 50 or over
  • Learn why many clients will be restricted in using the new 529-to-Roth rollover
  • Explaining why qualified charitable distributions (QCDs) and qualified longevity annuity contracts (QLACs) are better than ever
  • Understand which tax breaks were NOT affected by SECURE 2.0
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Fidelity Institutional℠ provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisers (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion as of 09/30/21.
Fidelity Investments and Fidelity Institutional® (together “Fidelity”) is an independent company, unaffiliated with BrutonChisnell Advisors LLC (BCA). Fidelity is a service provider to BCA. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information and content herein. Fidelity Institutional provides clearing, custody, or other brokerage services through National
Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 979899.2.0
*There are no prerequisites or advanced preparation required for this group internet-based workshop. The program level is beginner. Ed Slott and Company is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
**IRS – course is approved for Enrolled Agents (EA) and Return Preparers (OTRP) for (Federal Tax Law / Federal Tax Related)
Bruton Chisnell Advisors, LLC, Bruton Chisnell Partners, LLC, Ed Slott & Company, and Fidelity are separate entities from Valmark Securities, Inc.

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