SECURE 2.0 Tax Credits

This program summarizes the tax credits in SECURE 2.0 with examples and guidelines. Included in the material is the Start-Up Tax Credit, the auto-enroll tax credit, the employer contribution tax credit and the military spouse tax credit. Examples of each of the credits will assist in identifying which companies will benefit most from the availability of the credits and which credits are most applicable to the company.

Speaker: Stephen Abrahamson | View Anytime | Duration: 60 Minutes | Price: ¤199.00 | View Details

What is a MEGA Backdoor Roth Account?

This program will address a new popular transaction allowing for oversize transfers to a Roth account. It is based on the maximum contribution to defined contribution plans in accordance with IRC §415 which provides a maximum contribution for 2026 of $72,000 plus a catch-up contribution in a 401(k) plan of $8,000. We will address the plan provisions that must be in place to take advantage of this transaction and the process to establish the MEGA Roth. In addition, we will consider any compliance rules related to non-discrimination that must be followed.

Speaker: Stephen Abrahamson | View Anytime | Duration: 60 Minutes | Price: ¤199.00 | View Details

SECURE 2.0, Update, What was Changed and What was Added, Part I

This program, in Parts I and II, will review over forty changes and additional provisions of SECURE 2.0 and guidance issued by the IRS over the last few years. Some of the changes are mandatory and some are at the discretion of the plan sponsor.

Speaker: Stephen Abrahamson | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details

SECURE 2.0, Update, What was Changed and What was Added, Part II

This program, in Parts I and II, will review over forty changes and additional provisions of SECURE 2.0 and guidance issued by the IRS over the last few years. Some of the changes are mandatory and some are at the discretion of the plan sponsor.

Speaker: Stephen Abrahamson | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details

SECURE 2.0 Tax Credits

This program summarizes the tax credits in SECURE 2.0 with examples and guidelines. Included in the material is the Start-Up Tax Credit, the auto-enroll tax credit, the employer contribution tax credit and the military spouse tax credit. Examples of each of the credits will assist in identifying which companies will benefit most from the availability of the credits and which credits are most applicable to the company.

Speaker: Stephen Abrahamson | View Anytime | Duration: 60 Minutes | Price: ¤399.00 | View Details

What is a MEGA Backdoor Roth Account?

This program will address a new popular transaction allowing for oversize transfers to a Roth account. It is based on the maximum contribution to defined contribution plans in accordance with IRC §415 which provides a maximum contribution for 2026 of $72,000 plus a catch-up contribution in a 401(k) plan of $8,000. We will address the plan provisions that must be in place to take advantage of this transaction and the process to establish the MEGA Roth. In addition, we will consider any compliance rules related to non-discrimination that must be followed.

Speaker: Stephen Abrahamson | View Anytime | Duration: 60 Minutes | Price: ¤399.00 | View Details

SECURE 2.0, Update, What was Changed and What was Added, Part I

This program, in Parts I and II, will review over forty changes and additional provisions of SECURE 2.0 and guidance issued by the IRS over the last few years. Some of the changes are mandatory and some are at the discretion of the plan sponsor.

Speaker: Stephen Abrahamson | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details

SECURE 2.0, Update, What was Changed and What was Added, Part II

This program, in Parts I and II, will review over forty changes and additional provisions of SECURE 2.0 and guidance issued by the IRS over the last few years. Some of the changes are mandatory and some are at the discretion of the plan sponsor.

Speaker: Stephen Abrahamson | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details

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