While we were all enjoying the holidays, Congress slipped one by us by signing Secure Act 2.0 into law on December 29th, 2022. In todays episode, Brad will give us a snapshot of some of the most important changes which include: 

• Required Minimum Distribution age changes
• Qualified Charitable Distribution amount changes
• Changes to ROTH accounts held in employer retirement plans
• Contribution limits for IRA's, ROTH IRA's, 401(k)'s, etc.
• Changes to 529 (college savings) plans

If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts.

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To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com