Congress enacted the SECURE 2.0 Act of 2022 into law as part of the Consolidated Appropriations Act, 2023. This law has significant impacts on retirement accounts and how taxpayers can save and use their retirement funds. This course goes over the SECURE 2.0 Act provisions that will be most commonly encountered in the typical tax practice. 

Learning Objectives:

  • Explain how existing tax provisions were modified by the SECURE 2.0 Act of 2022.

  • Describe the new tax provisions created by the SECURE 2.0 Act of 2022.

  • Summarize the new and modified exceptions to the 10% additional tax for early withdrawals.

Education Information

IRS Program Number: NMVBP-T-00235-22-S

Length: 100 minutes plus optional question-and-answer session (no CE)

Prerequisite: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: QAS Self-Study (NASBA) / On-Demand (IRS)

Field of Study: Taxes (NASBA) / Federal Tax Law Topics/Federal Tax Related Matter (IRS)

Credit hours: 2 NASBA CPE / 2 IRS CE

Information can be found quickly by searching key terms in the text/PowerPoint using the built-in search feature.

Course expires one year after purchase.

Instructor: Thomas Gorczynski, EA, CTP, USTCP Click here to learn more about the instructor.

All continuing education credit is provided through Gregory & Associates, Inc. which is doing business as Compass Tax Educators. Click here for more information regarding our refund and education policies. 

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