Keeping it Simple under the Secure Act 2.0 for IRAs, SEPs & SIMPLE Plans

Among the sweeping retirement plan changes in the new Secure 2.0 law are a number of important and welcome enhancements for owners of individual retirement accounts as well as small business plans. In this webinar, we will cover:

• The new rules for IRAs, SEPs & SIMPLE Plans

• How Secure 2.0 affects RMDs and reduces penalties for missed RMDs

• Clarification on the statute of limitations as applied to IRAs

• The allowing of employer contributions to SIMPLE plans

• Mid-year conversion to a safe harbor plan from a SIMPLE plan

• Creating a “Starter 401(k)….and more

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