Now that it has passed, Paul reviews some of the key provisions of Secure Act 2.0 including the raising of the RMD age, additional catch-up opportunities, and expanded Roth contributions.  He looks at lessons that can be learned from 2022 and how to move forward towards retirement in a stronger position and then dispels some common retirement myths.

You can reach the team at Roberts Wealth Management by calling 800-891-8680.

Roberts Wealth Management

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