Secure Act 2.0
Step into the future of financial planning with the Secure Act 2.0. In this enlightening video, we break down the transformative amendments approved by Congress on December 29, 2022 – known as Secure Act 2.0. Change can be daunting, but these alterations are undeniably advantageous. Join us as we explore the key highlights, starting with the extension of the Required Minimum Distribution (RMD) age to 73, with a subsequent increase to 75 in 2033. Discover the significant reduction in penalties for missing RMDs, and uncover the exciting opportunity to roll over unused 529 plan assets into a Roth IRA after 15 years, potentially transforming your child's financial future. Don't miss out on these game-changing updates in the financial landscape—join us for a discussion on Secure Act 2.0 and its implications for your financial future. If you have questions or want to explore retirement planning further, feel free to give us a call. Embrace the change!
