Congress passed the SECURE Act 2.0 at the end of 2022, and you might have missed it because it was part of a larger bill.

Now that the bill is law and many of the provisions have already taken effect, we want to talk through what changes that might mean for your financial plan. From RMD age to 529 plans, there’s something for everyone to be on the lookout for.

Here are some of the changes passed in the SECURE Act 2.0:

• The RMD age got changed again. (1:20)

Get in touch with the Peterson Financial team: https://petersonfg.com/