• Episode #89: Secure Act 2.0 Key Highlights

  • Jan 13 2024
  • Duración: 29 m
  • Podcast

Episode #89: Secure Act 2.0 Key Highlights

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  • Resumen

  • In the US, the government passed Secure Act 2.0 on December 29th, 2022.  It was the most important and expansive piece of legislation affecting retirement savings since ERISA in the 1970’s.  In this episode, Russ unpacks the key questions he gets from clients and others about: the age increases, contribution limits, RMD changes, 529 (college savings plan changes), automatic wokplace retirement plan participation qequirements, qualified charitable distributions, etc.  This podcast is not designed to be a comprehensive review of Secure Act 2.0, but rather hit a few highlights Russ gets asked the most. 

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