EARN Act (aka SECURE 2.0) Upends Retirement Planning; Bob Keebler’s Monthly Tax And Financial Planning Course, Jan. 2023

Robert Keebler
Thursday, January 19, 2023 4PM EST
Program Id: 385859411
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New rules of retirement planning just went into effect, ushering in changes in tax rules affecting Americans of all age and income levels starting in 2023 and impacting the generations ahead. 
The newly enacted, Enhancing American Retirement Now (EARN) Act provides new tax-incentives that significantly change retirement planning. Financial planners, accountants, and lawyers must understand the new opportunities.
Objectives of this webinar is to teach financial advice practitioners about:
  ● statutory changes most relevant to personal financial planners in the EARN Act (SECURE 2.0)
  ● implementing strategies enabling clients to capture the new tax benefits in EARN Act (SECURE 2.0)
  ● Changes to the Saver’s Credit
  ● Required beginning date increase
  ● Catch-up contributions expanded
  ● Catchup contributions indexed for inflation
  ● Employer match on student loan payments
  ● SIMPLE Plan contribution limits
  ● SEPs for domestic workers
  ● Able account improvements
  ● 529 to Roth rollovers
  ● Removing RMD barriers to life annuities
  ● QLAC increase
  ● Reducing the failed RMD penalty
  ● A retirement plan lost and found
  ● IRA mistake resolution
  ● One-time CRT QCD
  ● Repayment of birth & adoption distributions
  ● Statute of limitations on IRA excise taxes
  ● Part-time employee rules eased
  ● SEPP clarifications
  ● Excise tax eased on corrective distributions
  ● Specific treasury guidance on rollovers
  ● Elimination of Roth 401k RMDs
  ● Permanent disaster relief distribution rules
  ● Incentives to buy long-term care insurance
  ● Fixes for IRAs payable to SNTs
  ● Adding a Roth employer match
  ● Charitable easement deduction rules tightened
  ● Withdrawals for emergency expenses hardships, domestic abuse, and terminal illness
  ● Limiting certain contributions to non-deductible Roth contributions
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), is a partner at Keebler & Associates of Green Bay, Wis. For over three decades, Bob has been a pre-eminent educator of CPAs on personal financial planning and taxation. He's taught monthly on A4A for 13 years. Actionable tax advice is taught in a clear, concise, high-energy style makes Bob Keebler unique among tax and financial planning professional educators.
Who should attend: 
  • CFP®, CIMA®, CFA®, CPA, and other financial professionals
  • Independent SEC- or state-registered investment advisers
  • Institutional Investment Plan Trustees
  • Institutional Investment Consultants
  • Investment Advisors
  • Financial Planners
  • Wealth Managers
  • Financial Analysts
  • Securities and Research Analysts
After registering, check your Inbox for an email from This email address is being protected from spambots. You need JavaScript enabled to view it..
This webinar is expected to be eligible for one-hour of CE credit toward the CIMA® and CPWA® certifications, IRS EA CE, CFP® CE and PACE credit toward the CLU® and ChFC® designations, and for live CPA CPE credit.
Who Should Attend: Financial Advisors, CFPs, CPAs, EAs, CFAs, CPA/PFSs, CIMAs, CLUs and ChFCs.
Cost: There is no fee to attend this course if you are a member of Advisors4Advisors ($120/year).
CPE credit: 1 hour, in the Taxes field of study
Prerequisites: None
Advanced Preparation: None
Course Level: Overview
Course Delivery Method: Group Internet-Based
Program Policies: For more information regarding administrative policies such as refund, cancellation and complaint, please contact our offices at 516-333-0066 x230, or via email: This email address is being protected from spambots. You need JavaScript enabled to view it..
Advisors4Advisors 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 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: www.nasbaregistry.org. Advisors4Advisors is also approved as a continuing education sponsor by IMCA, which administers the CIMA and CPWA designations, and CFP Board of Standards, which licenses the designation for CFP® professionals. 


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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good presentation of complex changes

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Thank you Bob for an excellent overview of the SECURE 2.0 provisions. While many of these have been glossed over in other various industry publications, Bob has gone into adequate levels of depth to examine these provisions and apply them to everyday examples for taxpayers/clients. I appreciate the way Bob also makes the point of looking at things from the client's standpoint as well as from a practical viewpoint and then ties that information together with the statutory guidelines.

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