Mar 17, 2023
Secure Act 2.0 is the most recent amendment to the Secure Act of 2019, and it promises to have a major impact on retirement planning. This new legislation contains a long list of provisions and changes, but we've identified a short list that will impact many people preparing for retirement. In this episode, we'll take you through those four changes and explain how they might affect your financial future.
Here are a few of the things we discuss in this episode:
- 1:15 – RMD age pushed back again to 73 and eventually 75.
- 3:09 – Special catch-up contribution
- 4:31 – Opportunity to move money from a 529 to a Roth
- 6:27 – Getting a company match by paying off student loans
- 10:24 – CEO’s Corner with Joel Johnson on early retirement
- 17:11 – A Women’s Word with Heather Atkins
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