[Webinar Recording] Secure Act 2.0

As you are likely aware, a new piece of legislation recently passed in Washington, D.C. which has the potential to impact your wealth management strategy. This legislation, called the SECURE Act 2.0, builds upon the terms of the original SECURE Act passed in 2019 and makes several noteworthy changes to the rules governing IRA catch-up limits, RMD planning, and 529 account management, to name just a few things.

Watch the event recording to learn about:

  • Updates to rules regarding Required Minimum Distributions (RMDs) and how they are taxed
  • Rule changes for 401(k) enrollment and 401(k) withdrawal
  • Several new tax incentives created by the legislation
  • Roth rollover options for 529 Plans

As always, we invite you to connect with our team to discuss the material covered or your personalized wealth management strategy.