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SECURE 2.0 Roundtable with Denise Appleby and Larry Pon: Part 2
In the second episode of this limited series, hosts Larry Pon and Denise Appleby discuss some of SECURE 2.0’s changes to how Roth IRAs work, including increasing the minimum distribution age, reducing RMD penalties, and tweaks to matching and nonelective contributions for employers. This limited series is part of a Self-Study Video Course available from Western CPE that can be purchased for CPE credit. Visit https://wcpe.co/episode/326050 to get started.
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By Western CPE
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In the second episode of this limited series, hosts Larry Pon and Denise Appleby discuss some of SECURE 2.0’s changes to how Roth IRAs work, including increasing the minimum distribution age, reducing RMD penalties, and tweaks to matching and nonelective contributions for employers. This limited series is part of a Self-Study Video Course available from Western CPE that can be purchased for CPE credit. Visit https://wcpe.co/episode/326050 to get started.