When it comes to taxes, some legislations can feel incredibly complex to the average American, such as the recently passed SECURE Act 2.0 — which was 4,000 pages long!

But don’t worry.

In this episode, J. Barry Watts highlights the key changes in this new legislation and breaks down how they affect people who have IRA accounts, 401(k)s, or other types of qualified retirement plans.

Barry discusses:

• What you need to know about taking required minimum distributions (RMDs) in 2023

Connect With Barry Watts:

• Schedule an Introductory Call