Download - 113. SECURE Act 2.0 Part Two: 529 Plans and Roth Changes

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Retiring Today

Business:Investing

113. SECURE Act 2.0 Part Two: 529 Plans and Roth Changes

2023-01-20

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Are you wondering how SECURE Act 2.0 could affect you in retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner here: https://bit.ly/3bDqHU

SECURE Act 2.0 is changing the retirement landscape – again. This 300-page bill includes more than 90 retirement provisions. Many change the rules around Roth accounts. Here’s what you need to know!

Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®

Molly Nelson, Host of Retiring Today

Richelle Smith, Producer of Retiring Today