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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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IMPORTANT DISCLOSURES: Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Bogart Wealth, LLC (“Bogart Wealth”), or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Bogart Wealth. Please remember to contact Bogart Wealth, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Bogart Wealth is neither a law firm nor a certified public accounting firm and no portion of the commentary content should be construed as legal or accounting advice. A copy of the Bogart Wealth’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.

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