SECURE 2.0 Act – Retirement Changes You Need to Know

We’ve gone through all of these different SECURE 2.0 Act provisions, which touch on a range of planning items and dates so that you can really focus on what’s most important. This episode will help you get a better understanding of the changes, how they might impact you, and what planning opportunities you need to be aware of.

Here's some of what we discuss in this episode:

• More changes again to the required minimum distribution ages.  (7:16)
• Elimination of RMD requirements for Roth 401(k) plans.  (12:31)
• Reduction in penalty for missing your RMD withdrawal. (14:16)
• Catch-up contribution changes. (15:52)
• The ability to roll 529 plan into a Roth. (18:22)
• Employer can make a deposit into an emergency savings account for employee. (26:38)

 

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