Ep 111: Four Ways The SECURE Act 2.0 Might Impact You

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. On today’s show, we’ll explain what you need to know and learn four ways the new changes might impact you.

From Required Minimum Distributions (RMDs) to catch-up contributions, we’ll explain what you need to know about the SECURE Act 2.0.

Here’s some of what we’ll discuss in this episode:

• The Required Minimum Distribution age has been pushed back again. (1:54)
• What’s happening with the special catch-up contribution. (5:07)
• Now the 529 Plan has a Roth transfer option (7:30)

If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.

To get in touch with Mike, visit us online:  http://principalpreservationservices.com