The New Retirement Rules: Understanding Secure Act 2.0
Presenters: Rodney Ownby & Dave Balakrishnan
Whether you are a Boomer or Gen X’er focused on retirement, Millennials or Gen Z’ers who will be the recipients of a great wealth transfer in the coming decades, The SECURE Act 2.0 passed in Dec 2022 has something in it for you.
- More ways to save for your retirement.
- New Rules for Required Minimum Distributions
- New rules for Surviving Spouse Beneficiaries
- Enhanced catch-up contributions for your Qualified Plans.
