Ep 98: 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. This follows the original piece of legislation that took effect at the beginning of 2020. With a list of nearly 100 provisions, there’s too much to sort out in one show. Instead, we want to highlight a few of the planning opportunities that could affect most retirees.

 

Here’s some of what you’ll learn in this episode:

• The RMD age is moving back again in 2023. 2:52
• Catch-up contributions have received an adjustment that people approaching retirement need to know about. 6:51
• You will soon have the option to roll money over from a 529 plan to a Roth. 9:24
• Now people will have the chance to earn their company match to a 401(k) while making qualifying student loan payments. 12:23
• How can you forecast the tax amount you’ll owe in retirement?  16:45

 

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