The New Retirement Rules: Understanding SECURE Act 2.0

The SECURE Act 2.0 that was passed in December 2022 is the biggest retirement-related legislation in over a decade. There are new retirement savings and tax planning opportunities that demand everyone’s attention. The SECURE Act 2.0 rules impact 401(k) plans, IRAs, 529s, Required Minimum Distributions and more. In this workshop, you will learn: Why your 401(k) plans will look different in the future, New age requirements for taking distributions from your retirement accounts. “The Death of the Stretch IRA” and what it means for your family. How 529 plan funds can jumpstart retirement savings. One way young professionals can save for retirement and pay student loan debt. The importance of planning and managing your taxes. How small businesses can benefit from starting a retirement plan.