Secure Act 2.0: Retirement Planning Opportunities & Challenges

In this video, we will cover:

  • New Rules for Required Minimum Distributions (RMDs)
  • Roth-Related Changes & Challenges
  • 529-To-Roth IRA Rules
  • Surviving-Spouse Beneficiary Options
  • New Catch-Up Contribution Limits & Rules
  • Qualified Charitable Distributions (QCDs)
  • Access to Retirement Funds During Times of Need
  • Relief For Retirement Plan Mistakes

Click here to access our full guide to SECURE Act 2.0.


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