Essential SECURE Act 2.0: What’s Changed and Why It Matters


Signed into law in December 2022, the SECURE Act 2.0 aims to bolster retirement savings and strengthen retirement security. Spanning several years, its provisions seek to achieve four key goals: creating better retirement security, safeguarding retirement income, simplifying plan rules, and boosting federal revenue.

This course delves into the Act's various provisions, starting with those already in effect and progressing to those taking hold in later years. We'll provide context to illuminate the pre-Act landscape and the impact of these legislative changes.

Learning Objectives

After completing this course, students should be able to identify the SECURE Act 2.0's provisions including:

  • Pinpointing the provisions designed to expand retirement plan coverage and increase retirement savings;
  • Determine the provisions designed to enable plan participants to preserve their retirement income;
  • Catalog the provisions that simplify retirement plan rules; and
  • Identifying those provisions designed to enhance federal revenue

Tax Year: 2024

Designed For

CPAs, Enrolled Agents, CRTPs, Maryland tax preparers, Oregon tax preparers, AFSP participants, CFPs, and other tax professionals, accountants, and financial advisors

Advanced Preparation


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