With our goal of helping you thrive before and during your retirement years, Keen Wealth Advisors is dedicated to providing you with ongoing online education workshops designed to keep you apprised of latest trends and updates that may impact your financial picture in retirement. Please register and join us for these informative webinars.
Please join us for a webinar on the key takeaways of the SECURE Act 2.0, the new legislation that aims to strengthen the retirement system and improve Americans' financial readiness for retirement.
This legislation included provisions that raised the requirement for mandatory distributions from retirement accounts and increased access to such accounts. A recently passed 4,155-page, $1.7 trillion spending bill includes additional changes to the nation's retirement laws, including improvements to the financial safety net by promoting retirement savings among Americans.
During this virtual event, we will discuss:
The age to start taking required minimum distributions (RMDs) is increasing
New rules for beneficiaries and surviving spouses
The penalty for failing to take an RMD is changing
Changes to Qualified Charitable Distributions
529 accounts have more flexibility
Catch-up contributions for those still working are increasing
Even if you can't make the session, be sure to register, and we will send you a recording to watch later at your convenience.
If you have any specific questions or concerns you'd like us to address during the webinar, please send them to info@keenwealthadvisors.com.
