Ep 50: Four Ways the SECURE Act 2.0 Might Impact You

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. Much like the original version a few years earlier, this piece of legislation made a long list of retirement planning changes, many of which will impact the people we work with in the Philadelphia area.

 

Here’s some of what we’ll discuss in this episode:

• What Anthony has been up to personally and professionally during the podcast break. (0:31)
• The age to start taking required minimum distributions (RMDs) is being pushed back again. (5:40)
• The option to roll 529 money into a Roth. (9:58)
• Employees still paying down their student loan will be eligible for their company 401(k) match. (12:47)
• The Roth option for retirement accounts. (14:25)
• Should you start converting as much of your IRA to Roth as you near retirement? (17:23)

 

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