Complimentary for Members

June 10, 2025


Live Webcast


NYSED 1.5

Manhattan/Bronx: Pension & Retirement Plan Update: The Mega Backdoor Roth and SECURE Act 2.0 Highlights Tech Session Webinar

This session was designed for members who wants to understand what a Mega Backdoor Roth is and learn the highlights of the SECURE Act 2.0.

June 10, 2025
Live Webcast
NYSED 1.5
  • View Bio

    Instructor

    Stephen
    Abramson

    View Bio

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Explain the structure and strategic benefits of a Mega Backdoor Roth IRA and how it differs from other retirement savings options.
  • Summarize key provisions of the SECURE Act 2.0 and their implications for retirement planning.
  • Address participant questions to clarify advanced retirement strategies and recent legislative updates.

Major Topics

  • What is a Mega Backdoor Roth IRA?
  • SECURE Act 2.0 Highlights
  • Q&A Session

CPE Credits Available

NYSED 1.5
1.5
Taxation (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Taxation (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

Members who want to become more knowledgeable about retirement planning

Provider

Foundation for Accounting Education

This event has ended.