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.

 

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

• The Required Minimum Distribution age has been pushed back again. (3:00)
• What’s happening with the special catch-up contribution? (8:07)
• Now the 529 Plan has a Roth option. (11:53)

 

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