Secure Act: Portability
This Nano learning course discusses changes impacting lifetime income investments brought on by passage of the Secure Act. The Setting Every Community Up for Retirement Enhancement Act (“Secure Act”) represents the most significant piece of legislation impacting retirement accounts in well over a decade.

This nano is available with NO ADDITIONAL FEE if you have an active all access membership or nano membership or can be purchased for $5.00!

Instructor:Frank Castillo CPA
Course No:TAX-SECURE-N10860
Recommended CPE:0.20
Delivery Method:Nano Learning
Level of Knowledge:Basic
Prerequisites:None
Advanced Preparation:None
Recommended Field of Study:Taxes
Nano Learning
  
Learning Objectives
  • Recall details concerning tax law changes brought about by the Secure Act which impact lifetime income investments.


CPE Depot Inc. 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.

Sponsor Number: 109423

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