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What Important Issues Should I Consider Regarding Changes Made By The SECURE Act 2.0?

What Important Issues Should I Consider Regarding Changes Made By The SECURE Act 2.0?

| January 26, 2023

The SECURE Act 2.0 implements several changes that affect many different areas of financial planning.

  • Understanding and prioritizing the chronological order of new changes.
  • Explaining changes made to retirement planning, including RMDs, employer contributions, catch-up contributions, and much more.
  • Highlighting the several new ways of accessing retirement funds without incurring a penalty.
  • Introducing entirely new planning points to consider, such as the 529-to-Roth transfer, the new Emergency Savings Account, and the retroactive establishment of solo 401(k) plans.