What You Need To Know About Secure Act 2.0

The Secure Act 2.0 was recently passed, so we talk about some of the key takeaways that might impact your financial plan on today’s episode. Some changes are for the better and some changes might take some time to get used to. Which of these might benefit your financial plan the most? Listen to find out.

 

Here’s what you'll learn about on today’s show:

• The RMD age was pushed back. (1:53)
• How does this change with a Roth 401(k)? (4:02)
• Automatic enrollment is being implemented. (7:27)
• Student loan debt payments can be matched. (9:23)
• Changes to 529 plans. (11:43)
• Company matches can be in a Roth account. (13:55)

 

Get in touch with Sean and the team at https://retirementelevatedpodcast.com/